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Changing Contact Type
Jessica Mocha 12/10/2021 3:46:00 PM

If a contact was assigned an incorrect type, such as a person contact assigned a household type, the contact type can be easily changed from the contact listing screen.

To change the type, navigate to the contact listing screen and click Change Type under Actions.

A pop up with a drop-down to select the type the contact is being changed to.

Note: It is important to note that changing a contact type will lose all type specific information will be lost, but all transactional and historical information will be retained.



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