The Entity-Convert functionality allows SAM administrators to set one entity as another, linking and maintaining consistency in common fields like address, phone number, and email.
Main Entity Types Links is a field on all Main Parent Tables that provides links to linked records. This field can be added to Cover Pages and other forms to access linked records. There is also a Main Entity Types checkbox-list field on all Parent Tables, which tracks the linked entity types.
- Open a record's Cover Page Form > Advanced Options > "Convert to other Entity Type".
- Select the other Type of Record to set the original record as. Example: Family is to be converted to a Donor.
- Confirm when prompted.
Possible duplicate records are shown with an option to Link. Users will be prompted to confirm upon clicking Link.
If the Record is already connected to other Records, they will be shown in the "Existing Connections" section.
To Remove a Link
- Click the Edit link on the Existing Connections section
- A pop-up will open with the connections. Click Remove on the records that no longer need to be connected.