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Groups and Businesses

The Groups & Businesses window displays the records of businesses and communities that you have contact with but that aren't a part of your diocese.

History Entries

You can search all group/business records for certain fund history information. On the Diocese tab, click Groups & Businesses, and from any financial window, click Find History Entries. Enter any relevant data for the entries you want, and click Find Matching Entries. To view the record associated with an entry, select it in the grid and click Lookup/OK.