Intro to Businesses

While Rock is all about managing people, there are some scenarios when financial transactions need to be managed for entities like businesses. Don't worry. Rock still has you covered. Businesses can be easily managed under Finance > Businesses.

Managing business giving is also easy. Out of the box, Rock is set to allow business giving. When an individual gives as a business, both the individual and business information and giving history will appear in the Give Now and Giving History screens. If you don't want business giving available for your organization, simply disable this feature by selecting 'no' in the Enable Business Giving option in the Contributions block settings of the Give Now screen. For more information on Rock's business giving options, see the Online Giving section above.

From the business list you can add new businesses, or you can click on a business to edit its details.

  1. Record Status - Like individuals, businesses have a record status that allows you to mark them as inactive. Businesses can't be deleted from the database because there are historical financial transactions tied to them.
  2. Campus - Also like individuals, businesses can be assigned to a campus.
  3. Name - The name of the business.
  4. Address - The address of the business. Like families, businesses can have a Previous address.
  5. Contact Information - Businesses allow you to store a phone number and an email address. This should be the contact information for the business itself, not the person associated with the business.
  6. Advanced Settings - Search Keys help prevent duplicate records from being created. Typically, you would use this field to store outdated or alternate email addresses for the business.

Note

Businesses Are People Too
Behind the scenes, businesses are actually stored as special types of person records. You'll find people and businesses have much in common. For instance, you can optionally include businesses as valid values for attributes of type Person.