Currently when donations come in through Gift Management from an organization (we get quite a few!) the software will create a new Individual record for the business and you can't change it during the gift management process, only after the fact. This is especially frustrating when it's a business that already exists in the database, because the tool doesn't search for existing organization records and just assumes it's a new individual record.

Would love a way to:

1) swap the record type to Organization in Gift Management

2) be able to search for Organization records in Gift Management to avoid duplicate records

This would save so much time and clutter!