How To Convert an Individual to Staff

An Individual record (external to your organization) can be converted to a Staff record (internal to your organization). Staff can be assigned tasks and other grant-related responsibilities.

1. Open Contacts>Individuals.
2. Click an individual name.
3. Click the  (Convert to Staff icon) in the Icon Bar.
4. In the confirmation pop-up window, click Update.
5. Open Contacts>Staff.
6. Click the staff name.
7. Update the information as necessary.
8. Click Update.