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Change the Constituent Type to Individual or Organization

Updated this week

Constituents records have a constituent type: Individual or Organization. You can change the constituent type. Saved payment methods remain after you change the account type.

To change the constituent type:

  1. Go to the constituent’s account.

  2. Click the Profile tab.

  3. Next to Edit, click the down arrow.

  4. Select Change Type.

    Screenshot of the Change Type option
  5. Enter any missing information for the account.

    Screenshot of the Change Type to Individual dialog box
  6. Click OK.

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