Changing the Individual/Organizational Indicator (1)

Screen ID:  Screen Title:  Panel ID:

UORIN-01 Update Organization Indicator 2609

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Access this screen through Tool #894 Update Individual/Organizational Status.

This feature is used to change the record type on a current membership (MASTER) record, either from an Individual type to an Organization, or vice versa.

Enter an account base and press Enter to move to the second screen.  Click here to learn more about this feature.