Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
- Open the constituent record to change
- Select Constituent > Convert to Organization...(or Convert to Individual...) from the menu bar on the record.
- Click Yes to the prompt that is received, 'Are you sure you want to convert this record?'
Note: Information specific to the record type, such as biographical information, will be added to the converted record as a Conversion Note.