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.
Anonymous
shared this idea
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Anonymous commented
This function is greatly needed!
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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.
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Kym
commented
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.
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Christiana
commented
Yes please!
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Sabrina
commented
Totally agree!
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Anonymous
commented
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.