Can I Change an Account Type

I inadvertently created a new constituent with the wrong account type. Can I change it or do I have to create a whole new record?

You can easily change the account type on a constituent record. To do so:

• From the DDI Connect main menu, double-click Name/Address System
• Double-click Name/Address Inquiry
• Look up the constituent record that you wish to change
• When you are on the constituent record, click Actions and select Change Account Type:

You will see a message similar to this one:

Select the new account type and click OK. The account type is now changed.