Add/Edit Company Tool
The responsive way to add or edit a company record in the Platform. Also available on mobile.
- The Add/Edit Company tool is perfect for updating a company record when you're out and about. Like when you're at lunch after service and notice an updated phone number for the pastor's favorite restaurant.
- A company is a contact record designated as a company.
- Available on multiple pages, including Contacts, Households or Families, Donors, Donations, Pledges, Pledge Campaigns, All Form Answers, All Form Responses, Mission Trips, and Mission Trip Pledges. Need the tool on a different page? You can add it!
- You can launch the tool from a page or an open record. If you open the tool from a page, you'll need to search for the company before you add it as a new one.Tip: The New Company button will not display until after you press the Enter key on your search for an existing company.
Note: To use this tool, you must have access through your security role. SPoCs can grant user access to this tool.