While editing a constituent, you have the option to change the profile of a constituent so that you can correct or update the profile should any of the details be entered incorrectly or out of date.
How to Change an Individual Profile to a Company or Household Profile
Step 1: Locate the Constituent you need to change
Step 2: Within the Constituent Summary select the Profile Icon
- You will then see a drop-down list of profile types
Step 3: Select the appropriate Profile Type
Step 4: Select Save
- Quick Tip! First and last name will no longer appear for a Household or Company Profile. Instead, you will see a Display Name.
- Quick Tip! If you are changing an Individual Profile to a Company profile, you will receive a warning prompt letting you know the following items will be lost.