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Converting the contact type
Converting the contact type
Updated over a week ago

Each contact is created with either a type of company (a registered business), an individual, or personnel. If the contact type was chosen in error and then you can convert the contact to an alternate type by:

  1. Click the contact in the list to open the record.

  2. Click the actions button in the top right and select on of the following convert to options from the list: Company - Enter the company name. Individual - Enter the first and last name. Personnel - Enter the first and last name.

  3. Click OK and the contact is updated, and contact list is refreshed. Re-open the contact record if you need to further edit the details.

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