The profile type cannot be changed on a record, however you can create a new record and merge an individual record and a company together (or vice versa).
Individual to Company
1. If you have an individual record that should be a company record, first create a new "company' record, first ensuring the company does not already exist in the database.
2. From the Constituents grid, select +New, then Company.
3. Verify that the company does not already have a record in the database by entering their name in the Last Name/Company Name field and clicking Search.
4. If there are results, there is no need to create a new record. You can go directly to step 6.
5. If there are no results, click Skip to create the new record and enter the applicable information. Click Save when finished entering the information.
6. Once the company record exists, go to the Constituents grid and filter the grid to show both names on the grid. You can do this by using the search bar at the top of the grid to enter the Last Name/Constituent.
7. Use the "Merge" column and put a checkmark next to the rows for the two constituents you wish to merge together.
8. From the Actions menu, click Merge Constituents.
9. In the new window, select the Company record as the record to keep. At the bottom of the window, click Submit to merge all the information in green fields from the individual record into the company record. This will also delete the individual record.
10. This operation can also be performed in the reverse order if a company record was inadvertently created for an individual constituent. You would perform the same actions, but keep the individual record in step 9.