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How do I add, edit, or delete a business?
How do I add, edit, or delete a business?

Describes how to add, modify or remove a business.

Updated over 8 months ago

Business profiles do not count toward your profile quota (only person profiles do).

Adding a business

You must have Write access for either Contributions or Accounting.

Click on "Contact" in the left-hand navigation menu. Then click on "Add New" at the top and then "Business."

A pop-up will appear with various fields. Only, Name - the name of the business, is required.

When finished, click on the "Save" button to add the business.

Editing a business

You will need the Limited Write Contributions permission to perform this action.

Navigate to the business, Contacts > Businesses tab > View Button.

Then select "Edit business" from the "Actions" menu in the upper right.

A pop up will appear with the following fields

  • Name - the name of the business

  • Description - a description of the business

  • Address - the address for the business

When you finish updating the fields, click on "Save" to save your changes.

Deleting a business

You will need the Limited Write Contributions permission to perform this action.

Navigate to the business you want to delete and select "Delete" from the "Actions" menu in the upper right.

You can also delete businesses from the business listing screen by clicking on "Contacts" in the "Businesses tab" and selecting "Delete" from the drop-down menu at the end of the row of the business you want to delete.

A confirmation message will appear. Click on "Yes" to finish deleting the business.

Helpful Tip

  • Transactions linked to this business will not be deleted, but will instead be marked as anonymous.

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