Search Builder

Is Business¶

This Condition, located on the Miscellaneous category tab in Search Builder, allows you to limit your search to either Business records or Person records.

TouchPoint can store a record as a Business (for example, a company that gives contributions or sponsors an event) rather than an individual person. This Condition lets you include or exclude those Business records.

How to Use It¶

Set the value to True to find only Business records, or False to find only Person records.

Note

Contribution searches include Business records by default. Search Builder automatically excludes only deceased and archived records, not Businesses, so a Business that has given will appear in a contribution search unless you add this Condition set to False.

Use Case

You are building a search of contributors and want to exclude company or organization records so that your results contain only individuals. Add this Condition with the value set to False.