The online donation form doesn't allow for organization names, so people will enter organization names in the first and/or last names fields and Civi creates individual records for them. There is currently no option to then change the record type to organization. Having organizations in Civi as individuals makes them difficult to search and the records difficult to keep clean. Example: CID 13115753
Could we please look into a way to change the record type once the record has been created?
| Status | Subtype | Assigned | Task | ||
|---|---|---|---|---|---|
| Open | None | T143057 Epic: Dedupe V2: resolve top conflicts | |||
| Resolved | Eileenmcnaughton | T156193 Changing contact records from individual records to organization records | |||
| Resolved | Eileenmcnaughton | T156194 Ensuring converted organization records are consistent |
Change 398176 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] Add extension to change contact types
Change 398190 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm/civicrm@master] Greetings fixes (already upstreamed)
Change 398787 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] CiviCRM updates to support changing contact type.
Change 398788 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] Pass in skip_greeting_proceessing param
Change 398190 merged by jenkins-bot:
[wikimedia/fundraising/crm/civicrm@master] Greetings fixes (already upstreamed)
Change 398787 abandoned by Eileen:
CiviCRM updates to support changing contact type.
Reason:
was hoping this would show test passiness but it doesn't - will redo when code all ready
Change 398788 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Pass in skip_greeting_proceessing param
Change 399545 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] Update CiviCRM submodule
Change 399545 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Update CiviCRM submodule
Change 398176 merged by Eileen:
[wikimedia/fundraising/crm@master] Add extension to change contact types
Change 403558 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@deployment] Add extension to change contact types
Change 403558 merged by jenkins-bot:
[wikimedia/fundraising/crm@deployment] Add extension to change contact types
@LeanneS @NNichols @CaitVirtue you should now see an option to change contact type now in Civi.
Note that I gave the roles fr-tech & CiviCRM Admin permission to change contact type. So @MBeat33 will see it but some of his staff & engage staff may not