Update contact type between personal and business

Summary

Learn how to switch a Contact between Personal and Business types, including updating required fields and understanding how changes impact linked history and activities.

This article covers:

• How it works
• Convert a personal contact to a business contact
• Convert a business contact to a personal contact

How it works

You can update a Contact’s type at any time to ensure their details correctly reflect whether they are an individual person or a company. Changing the Contact type updates linked records such as History Notes, Activities, Tasks, and Appointments.

Contact types determine which fields are available and how the Contact appears across the system.

• Personal Contacts display a First Name and Surname
• Business Contacts display a Company Name, and the Surname field becomes a Company field

When you update the Contact type, the system updates all linked records to reflect the new name format.

Convert a personal contact to a business contact

To convert a personal contact to a business contact:

• Go to: Contacts or
• Open the Contact record using Quicksearch or via a linked screen
• Click Edit at the top-right corner of the screen

• Tick Company in the Contact type

This will replace the Surname field with a Company Name field.

• Enter Company Name
• Update the Salutation and Attention fields as needed
• Review other details and adjust if required

• Click Save

After saving, all History Notes, Activities, Tasks, Appointments, and related items will now display the Company Name.

Convert a business contact to a personal contact

To convert business to a personal contact:

• Open the Contact record you want to update
• Click Edit in the top-right corner

• Tick Person in the Contact type  
• Add a First Name, then replace the Company Name in the Surname field
• Update Salutation and Attention as needed
• Review and adjust any other Contact details

• Click Save