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.

  • Catherine Marhenke
  • Feb 19 2025
  • Reviewed: Voting Open
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  • Tracy Hernandez commented
    13 Jan 23:28

    I voted for this, but also, I can't believe there's a possibility we won't have that functionality! Like Shani mentioned below, sometimes we end up with organizations formatted as individuals in LO, and we will need to be able to change it in RE.

  • Emily Marshall commented
    December 15, 2025 17:32

    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.

  • shani traum commented
    August 26, 2025 14:52

    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.

  • Brenda Goo commented
    August 07, 2025 00:01

    Please have this feature available in future enhancement releases in NXT web view.

  • Daniela Avila-Macias commented
    May 22, 2025 18:13

    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.

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