Convert a Contact Record from Person to Organization (and Vice Versa)

 Overview

This article explains how to change the type of a contact record; for example, from a Person to an Organization.

Linked Articles:

Contact Profiles

Contacts Filters Glossary


How To Convert a Contact Type

Convert a Contact from a Person into an Organization (or an Organization into a Person at the bottom of the Profile page within the Contact record).

Of Note: To convert an Organization record to a Person record, we advice the Name field to contain more than one word. For example, if you have a record named "Kindful" and you attempt to convert it to a Person record, you will have a person record with a First Name of Kindful and a blank Last Name.

 


Filtering for These Contact Types

To filter for contacts by their type, you can use the By Contact Type filter on either the Contacts or the Activities page. If you run the filter on the Contacts page, it will return a list of all contacts of that type. If you run the filter on the Activities page, it will return a list of all activities by contacts of that particular type.

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Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.

 

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