Basics

• The Add/Edit Company Tool is a responsive, available-on-mobile way to add or edit a Company record in the Platform. Perfect for updating Company when you're out and about. Like when you're at lunch after service and notice an updated phone number for the Pastor's favorite restaurant ;)
• A Company is a Contact record designated as a Company.
• The tool is available on multiple pages, including Contacts, Households, Donors, Donations, Pledges, Pledge Campaigns, All Form Answers, All Form Responses, Missions Trips, and Mission Trip Pledges. Need the tool on a different page? You can add it!
• The tool can be launched from a page or an open record. If you open the tool from a page, you'll need to search for the Company before you add it as a new one. It's a measure-twice-cut-once situation ;) Pro tip: The New Company button will not appear until after you've hit enter on your search for an existing company.
  
• SPoCs can grant Users access to the tool via the normal process.

Using the Add/Edit Company Tool

1. Tools > Add/Edit Company
2. Locate the desired Company
   • If opened from inside a Company record, launching the tool automatically opens to that Company's information.
   • Type the Company you're looking for in the search box. Search results (if available) will appear and update as you continue to type.
   • If no record matches the Company's name, the New Company button will be activated. Tapping the New Company button will populate the Company name with the name you searched for.
3. Add or edit the appropriate information.
   • The Company Name is required, but all other fields are optional.
   • Begin typing the address and it will autocomplete, making it easy to avoid costly typos ;)
   • Note: If you provide the City, State, and/or Zip Code, you must complete Address Line 1.
   • The Company can be saved even if the associated Congregation has been End Dated.
4. If desired, check the "Create donor record" box to also create a Donor record for this Company.
5. Tap Save. The tool refreshes with a blank form, allowing you to search again; repeat steps 2-4 as needed.
6. Tap Close