How to Change a Person, Organization, or Church Record Type
Change an existing record to the correct type from the Actions menu without creating a duplicate record.
If a record was created with the wrong type, you can change it in place. The existing record stays in your database; only its record type changes.
Change a record's type
1. Open the record.
2. Select Actions in the upper-right corner.
3. Select Change Type.
4. Select the new type: Person, Organization, or Church.
5. Wait for the confirmation message. CoolFocus refreshes the record and opens it under its new type.
For example, to change a Person into a Church, open the Person record and choose Actions → Change Type → Church.
What to know
• You need permission to edit the record. If Change Type is not available, ask an administrator to grant you update permission for that record area.
• This changes the existing record in place. It does not create a second record or require merging.
• The menu may also include Gap Ministry. Household records cannot be converted.
• After converting, review the record and complete any fields that are specific to its new type.
• If you are viewing the record through Donors, you remain on the Donors page after conversion. From other record lists, CoolFocus opens the matching record type page.
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