Question

Photo of Cody Tindall

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Converting an individual to a business

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Is there an way at all to convert an individual into a business? (We had our business contacts loaded into our old CMS and I imported them into Rock with an attribute of "Business: Yes")

Thanks in advance for any help!

Cody

  • Photo of Arran France

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    I know this is old but there's a great guide at Shoulder the Boulder.

    I'm going to mark this as answered. Feel free to comment back if you have any questions.

  • Photo of David Stevens

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    Yes, but not easily.  I'm not sure where Business support is on the roadmap, but there is a RecordType in Rock that distinguishes between a Person and a Business.

    • Cody Tindall

      Cody Tindall

      Can you outline the steps for me? I see where I can enter a business, but I can seem to find any way to switch an individual to a business. Which is what I need since I can't delete someone from Rock and I've already imported the business contacts. Also it doesn't look like the businesses I enter into Rock using the Business record type show up when I use the search box.

    • Photo of Karen Fritsch

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      Shoulder the Boulder Link for this: http://shouldertheboulder.com/Article?id=378
    • Photo of Chris McGrath

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      As of version 8 this is ability is now possible in Rock. https://www.rockrms.com/Rock/BookContent/15/135#convertingapersontoabusiness