Author Topic: Change contact type ie. from 'individual' to 'organisation' (Read 1552 times)

tth.om · July 12, 2012, 04:40:12 am

Hi

we come across contact records that have been imported wrong - ie. an organisation has been imported or recorded as an individual or the other way around. It would be nice to be able to change the type in ie a drop-down menu in stead of having to delete the record and start over.

Rosieqtx · July 25, 2012, 08:14:54 am

Having the same problem. Is there a way to change it via the back end? I accidentally changed the record type of a number of records via upload and I'd like to change them back since they all have significant activities/relationships/etc.

Donald Lobo · July 25, 2012, 09:29:03 am

No way to do it via the UI in the backend. You can potentially do it directly in the DB by modifying the contact_type field.

lobo

Owen · July 26, 2012, 12:58:48 am

I often change them directly in the civicrm_contact table in the database.

You'll need to change the contact_type field also the contact_sub_type if you're using it. And also the name from organisation_name to first_name & last_name

Rosieqtx · August 07, 2012, 08:12:38 am

Thanks! That worked perfectly.

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Author Topic: Change contact type ie. from 'individual' to 'organisation' (Read 1552 times)

tth.om

Change contact type ie. from 'individual' to 'organisation'

Rosieqtx

Re: Change contact type ie. from 'individual' to 'organisation'

Donald Lobo

Re: Change contact type ie. from 'individual' to 'organisation'

Owen

Re: Change contact type ie. from 'individual' to 'organisation'

Rosieqtx

Re: Change contact type ie. from 'individual' to 'organisation'