Change Client Record Type
We are attempting to clean up our AR records by merging duplicate clients. However, we have a few instances where one record was set up as an Individual record type with the other being an Organization record type. We can't merge different record types, but I'm wondering if the Individual record can be changed to Organization? I don't see where it's a visible field to update - only determined when creating a new record. Thanks.
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@Barbara Klose Look at this KB for steps in DB View : How to change an Organization record to Individual record and vice versa
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