Skip to main content

Change the Constituent Type to Individual or Organization

Every constituent record has a constituent type: Individual or Organization. You can change the constituent type. Saved payment methods stay on the record.

To change the constituent type:

  1. Click the Profile tab.

  2. Click More.

  3. Select Change Type.

  4. Enter any missing information for the account.

  5. Click Save.

Related

Did this answer your question?