This article explains how users can change the record type of an existing Account in Navatar. Record types define different business processes and page layouts and switching them can help align the Account with the correct workflow (e.g., changing an Account from "Company" to "Portfolio Company").
⚠️ You must have the necessary profile permissions to change record types on Accounts. If you don’t see the option, contact your system admin.
Step 1: Log into Navatar
Use your user login credentials to access the Navatar system.
Step 2: Open the Account record for which you want to change the record type.
Step 3: Click the “Change Record Type” Button
Once you are on the Account detail page, click the dropdown arrow in the top-right corner of the record page. Then select “Change Record Type” from the list of available actions.
Step 4: Select the New Record Type
A new screen will appear with a list of available record types.
Choose the desired record type from the list.
Click “Next” to continue.
Step 5: Confirm and Update Fields (if needed)
You may be taken to a page layout based on the new record type. Update any required fields or adjust information as needed.
Review the values to make sure they align with the new record type.
Click “Save” to apply the changes.