Adding a Business

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    Ashley Lynn

    @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". 

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    okolonacoc

    Is there an easy way to filter out businesses from the list of people?

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    Stephen Ivey

    @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!

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    stmarksroswell

    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.

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