You can convert an Individual contact into an Organisation or Household, or change an Organisation or Household to another contact type using the Change Contact Type option.
When you change a contact’s type, fields that are not relevant to the new type will be removed. For example, changing an Individual to an Organisation will remove details such as Gender and Date of Birth, as these do not appear on Organisation records.
Change a contact type
Follow these steps to update a contact's type:
Search for the contact record you want to convert.
In the ribbon, click the More drop-down arrow.
Select Change Contact Type from the menu.
Choose the new contact type from the drop-down list.
Click OK.
Click Yes in the confirmation dialogue to complete the change.
⚠️ Warning: Changing a contact’s type will permanently remove any fields that do not apply to the new type.