Introduction

From time to time, a contact record type may have been incorrectly assigned. This could include assignment of a household record instead of a person contact record type. The contact type can be easily changed from the contact listing screen.

Prerequisites 

1. Warning: Transforming data can cause irreversible changes to your database. Make sure you back up your data first.

Instructions

FAQs & Further Reading

• Data Hygiene: De-Dupe Households
• Data Entry: How to Input Individual Payments
• Donations: How to Manage a Transaction
• Data Importing: How to Import Contact - People Data
• Contacts
• Contacts: How to Create, Use and Manage Cases
• Contacts: Updating Donor Passwords
• Contacts: Creating a New Person Contact from an Organization Record
• Contacts: How to Create a New Affiliate/Chapters
• How to create Household members from the Household Contact Record
• Contacts: Managing Contact Status Types and Priority
• Contacts: How to Easily Bulk Update Contacts (Groups, Solicitors, Activities, Opt Ins, etc.)
• Sending Email Campaigns from the Contact Listing Screen
• Importing Employer Information
• CharityEngine Best Practices for Employees and Volunteers Who Leave an Organization
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Configuration: How to Configure for a Fiscal Year and Downstream Reporting
• Contact Records: Creating Custom Field Groups and Custom Fields
• API Integration: How to Update WealthEngine Data for Individual Contacts
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Mapping Data to Imports- How to Confirm Opportunity Dates are Imported Correctly and Update Them
• Online: User Center Configuration
• Communication: How to Send Messages from Listing Screens
• Contact App: How to Add (and Delete) a Solicitor to a Contact Record
• Contact Management: Contacts Who Are Online Now
• Memberships: How to create a New Member
• Memberships: How to Manage Existing Membership Records
• Contacts: How to Create and Manage Activities
• Contact Records: Addresses
• Contact Emails
• Contacts: How to Add Badges to a Contact Record
• Contacts: Creating & Adding Tags or Groups
• Contacts: How to Identify and Use the Outlook & Constituent Ranking
• Printing the Contact Summary Page
• Configuring Salutations
• Adding Seasonal Address
• Contact Record Page
• Contacts - Editing Contact Record Panels
• Sending Tracked Emails
• Contact : Notes
• Quick Actions
• Contacts/Transactions : Quick Filter - My Preferences
• Contacts: Comprehensive Guide for Usage and Management of Tributes
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration, and Reporting
• Contacts : Files
• Contacts: How to Create and Manage Household Contact Records
• Data Importing: How to Import Contact - Organization Data
• Data Importing: How to Import Contact - Household Data
• Contacts: Adding Contacts to Your Basket for Exporting
• Contacts: A Guide to the CharityEngine Projects Feature
• Contacts: Relationships & Connections
• Queries: What Can I Do with Queries - Creating A Comm List including People, Households, Orgs
• Contacts: How to Create and Manage Organization Contact Records
• Reports & Analytics: How to Use the Constituent Density Report
• Automation & Workflow: Merge History
• Contacts : Deleting Contacts in Bulk
• Contacts: People, Households, & Organizations search
• Search & Manage Contacts
• Contacts: Adding Contacts to an Email List
• Automation & Workflow: How to De-Dupe People Contact Records
• Data Importing: Contacts & Use of Contact Matching
• Data Hygiene: De-Dupe Organizations