Each contact is created with either a type of company (a registered business), an individual, or personnel. If the contact type was chosen in error and then you can convert the contact to an alternate type by:
- Click the contact in the list to open the record.
- Click the actions button in the top right and select on of the following convert to options from the list:
- Company - Enter the company name.
- Individual - Enter the first and last name.
- Personnel - Enter the first and last name.
- Click OK and the contact is updated, and contact list is refreshed. Re-open the contact record if you need to further edit the details.