Convert an individual to an organization record and vice versa
In database view, you can convert an individual record to an organization record and vice versa. This is primarily needed when someone passes away and their estate becomes their constituency. There are also data hygiene moments where it would be best to be able to convert a record instead of manually rebuilding a new record.
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Catherine Marhenke
- Feb 19 2025
- Reviewed: Voting Open
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Related ideas
Please, please, add this to Web view | Unified view.
This is a very handy feature that while it may not be used often, when it is needed it is invaluable. I’m currently using it in database view to correct an online gift entry. A group donated but didn’t mark it as “from an organization,” so the gift was placed under an individual’s record. To fix this, it’s cleaner to move the gift to a temporary individual record, convert it to an organizational record, and then transfer it to the correct organization’s record.
We use Luminate and we have orgs registerering events but the form creates their RE record as an individual. We then have to convert this record over to an org record. Reentering the info by hand opens us up to potential errors.
Please have this feature available in future enhancement releases in NXT web view.
I agree that this is helpful for data clean-up efforts! In my case, sometimes there are records that were inputting incorrectly or with a different perspective in mind. It would be great to have this exist in RE NXT.