In infoodle, a contact can be stored as either a Person (an individual with a first name and last name) or an Organisation (a company, charity, or other entity with an organisation name). If a contact was added incorrectly, or their circumstances have changed, you can convert between the two types directly from their profile page.
Converting a contact preserves all existing data — groups, notes, finance records, and other information — and simply updates the contact type and name fields.
Before You Begin
- You must have edit permission for the contact you want to convert.
- The Convert to an organisation contact option is only available on a Person contact that does not already have an organisation contact in the same household. Each household can only have one organisation contact.
- The Convert to a person contact option is only available on an Organisation contact.
- Users with directory-only view access cannot convert contacts.
How to Convert a Person to an Organisation Contact
- Search for and open the person's profile page.
- Click the settings cog (⚙️) alongside the contact's name at the top of the page.
- Select Convert to an organisation contact from the menu.
- A prompt will appear asking you to enter an Organisation name — this will become the name of the contact and the household name.
- Enter the organisation name and click Save.
The contact will now appear as an Organisation in infoodle.
Converting an Organisation to a Person Contact
- Search for and open the organisation's profile page.
- Click the settings cog (⚙️) alongside the contact's name at the top of the page.
- Select Convert to a person contact from the menu.
- A prompt will appear asking you to enter the person's name. Fill in the following fields:
- Title (optional)
- First name (required)
- Middle name (optional)
- Last name (required)
- Suffix (optional — only shown if your site has suffixes enabled)
The contact will now appear as a Person in infoodle.
Why Can't I See the Convert Option?
If the convert option is not visible in the settings cog menu, one of the following applies:
| Situation | Reason |
|---|---|
| You are on a Person contact but don't see Convert to an organisation contact | The household already contains an organisation contact. Each household can only have one. |
| You are on a Person contact but don't see Convert to an organisation contact | You don't have edit permission for this contact. |
| You are on an Organisation contact but don't see Convert to a person contact | You don't have edit permission for this contact |
| Neither option appears | Your role may be restricted to directory-only view access |
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