Change Person to Business or Business to Person Record Type
It would be nice to have an option to allow a Person's record to be change to a Business record. Right now the only option is to delete the record and then add a new one as a business.
This function is greatly needed!
Lily Taylor commented
Currently, this would be great since there is no field for sponsors to enter their business name, so would be good to be able to merge a business and individual donor into one, if need be.
Also, it would be nice if there was a clear and simple way to edit a donor once it has been entered. I entered a business and now would like to add their logo. If there is a way to add the logo, it is certainly not readily apparent.
Yes! Donors don't always add their info correctly, and rather than deleting them and re-entering all the info, it would be nice to just switch them to the proper classification.