Add New Business
================
Adding a record for a business is very similar to adding a person record. We always recommend that you
first conduct a thorough search to ensure the record does not already exist in your database. See the
article :doc:`SearchAdd` for more information about conducting proper searches.

You can add a business record in any of the ways you add a person record. See :doc:`AddPeopleContext`
for a discussion of the contexts in which records can be added. If you have the **MenuAddPeople** setting
as **True**, you can also initiate a new business at People > Add Person.

Step 1
    In the **Add New Person** window, check the box for **Add a Business/Entity**. This will change the
    input fields to those suitable for a business, removing fields that are applicable only to people.

    Enter the name of the business or entity and any of the other fields for which you have information:
    Email Address, Cell Phone, Campus, or Entry Point.

Step 2
    Press **Submit**.
    This will take you to the next form - Address.

Step 3
    Enter the street address for `Address Line 1`, and enter nothing in Address Line 2, unless they have
    a facility name, PO Box along with a street address, or something else that belongs on line 2.

    Enter the `City` and `Zip Code` if you know it, and select the `State`.

Step 4
    Press **Submit**.

    If the address is found, the system will adjust it to fit the proper formatting and will add the +4
    to the zip code. It will also display the message `Address Found and Adjusted by USPS` along with the
    information you entered.

    .. note::
        If the address is not found by the USPS, and you know it is a good address, you can click `Skip
        Address Check`. However, you may have a bad address, so be sure to check with the individual
        and enter the correct address. Sometimes the address will be correct, but is so new that the USPS
        does not have it in its latest update. You will want to make a note to return and validate the
        address at a later date.

Step 5
    Press **Submit Again**. On the next window, click **Submit and Add**.

Tabs on the Profiles of Business Records
----------------------------------------
Business records have only some of the tabs that are available on person records. The following tabs are
displayed (depending on the roles of the person viewing the record):

-   Personal
-   Profile
-   Touchpoints
-   Giving
-   Communications
-   System

Convert a Person Record to a Business Record
--------------------------------------------
Records can be converted from a person to a business or *vice versa*. To do so, go to the record and,
from the blue Toolbar, under the gear icon, select **Convert to Business**, if you want to change a
person record to a business, or **Convert to Person** to make the change in the other direction. A user with the  `Admin`
or `Manager` role is able to Convert (People Record) to Business and to Convert (Business) to Person.


.. tip::
    It may be necessary to update the **Member Status** from `Just Added` to the appropriate Status before you convert, as the `Profile > Personal` tab will no longer be available to make the change.

When a person record is converted to a business record, the following changes are made:

-   The First Name and Last Name are concatenated to become the new Business name. You can, of course, edit the name, if needed, after the conversion.
-   Several fields are deleted. (Actually, at first, the unneeded fields may only be hidden, but when the record is next edited, they will be deleted.) Compare the Personal tab of a business record
    (shown below) with the Personal tab of a person record to see which fields are removed.

    .. figure:: https://i.tpsdb.com/BusinessPersonalTab.png
        :target: #

-   As mentioned in the previous section, only a limited number of tabs are display for a business record.

When a business record is converted to a person record, if the name contains at least one space, the first
"word" in the name (up to the first space) is moved to the First Name and the remainder of the name is
left in the Last Name.

.. tip::
    If you have several person records that you would like to convert to business records, you can
    convert them in bulk using the Admin function **Update Fields from a Tag/Query**. Follow these steps:

    #.  Collect the records to convert in a Search Builder query or in a tag. (If using a query, make sure you
        display the search results immediately before advancing to the next step.)
    #.  Go to Administration > Batch Actions: Update Fields from a Tag/Query.
    #.  Under **Tag**, select the tag that contains the records or, if using a query, select **last query**.
    #.  Under **Field**, select **Record Type**.
    #.  Under **New Value**, select **Business**.
    #.  Verify that everything looks correct, including the number of records that will be updated, and
        then click **Run Update**.

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Search for a Business Record
----------------------------
On the Basic Search page, there is a filter for **Record Type**. By default, the filter is set to **Both**,
but you can change it to filter for **Person** records only or for **Business/Entity** records only.

There is also a :doc:`../SearchBuilder/QB-RecordType` search condition that can be used to include/exclude one of the
record types -- Person or Business/Entity.


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+--------------------+------------------+
| **Latest Update**  |  **6/14/2022**   |
+--------------------+------------------+

Touchpoints tab now available