Businesses/Vendors/Organizations may be added to your Breeze Account:
Breeze Automatically Formats a "Person Profile" as a Business Profile if the entire business name is entered in the Last Name Field of the "Add Person" tool.
Use Case: Some of you may have businesses that contribute/donate to your ministry. This process is used to add a business profile that will work just like an individual profile. Contributions may be added, as well as any other pertinent information.
- Select the "People" tab from the top left.
- Click the "Add Person" button from the right.
- On the left, select the fields you wish to add under "Displayed Fields".
- Enter the Business/Vendor/Organization Name only in the last name field.
- You may want to consider adding the owners name / business name in the nickname field if you will be sending out statements to this organization.
- Fill in the other fields and click the "Add Person" button to create the Business profile.
Comments
Is there an easy way to filter out businesses from the list of people?
@okolonacoc it depends on how you mark them in your database. At my church, we have created a drop-down field called attribute and we have options called "Business" "Donor" "Community Sponsor". Some churches add Business to their Status field. We have set up Smart Tags that place anyone of these Business type accounts into a Tag so we can easily keep them hidden from our list of people by utilizing the "Set Default Filter" in the bottom right corner of the "People".
Does this limit them so that they don't appear on address lists and directories for the congregation? We have a few businesses that I want to keep connected and not leave as anonymous when it comes to giving but don't want them to come up in directories or searches.
@stmarksroswell
If you would like them to be in the database but excluded from visibility for Members, then you would need to create a Tag for the businesses, then edit the member role to not be able to see people within that Tag. Here's an article example: Online Directory with Member Access
Cheers!
What is the difference between a Business profile and a person profile? Is there a way to set a default set of fields to be displayed for a business profile?
@webmaster
Great Question!
All profiles within Breeze will share the same profile fields, at this time there is not a way to be able to separate the "People" profiles, from the business profiles. You can create a new section with "Profile Fields" to house information for business information, but this section will show on each profile within your system
Hope this helps!