Entities: Step-by-Step Guide

How to Create/Edit an Entity

How to Create an Entity

• Go into a new Payment/Pledge entry screen.
• Once you select an Account,  will appear under the account info.
•  Select and type in the Entity name in the box provided.
  
• By default the first individual on the account will be linked to the Entity.
• If you wish to change that just select or deselect the individuals you wish to be linked.
• If there is no matching entry in your system, choose  from the pop-up.
• Enter the Entity data in the Create Entity entry screen.
• Select  when done.

How to Edit/View an Entity

•  Search for the Entity on the top search bar.
• Select any account that is linked to the Entity.
• Hover over the Entity under the Individual and the Entity details will pop-up in a black box.
  
• Select  to open the Entity sidebar.
• Use the various  icons to edit the various details of the Entity.
• Use the  icon to delete information that you wish to remove.
• Select when done.
  Another way to view Entities:

  You can view all of your Entities as a list in the Data Center.

  • Go to the Data Center .
  • Select Start a List.
  • Choose Entities from the dropdown list.

How to Add an Individual to an Entity

• There are two kinds of Individuals that you might want to add to an Entity:
  • Additional Contacts:
    • These are contact for your Entity but are not on an Admire account.
      • Go into the Entity sidebar view screen.
      • Select the + sign next to  to add a new Contact.
  • Linked Individuals:
    • These are individuals who are listed on an Admire account and should also be linked to this Entity.
    • To add these individuals you have two options: Link them from the Entity or Link them from the Individual's Admire account.
      • Link from Entity:
        • Go to the Entity sidebar view screen.
        • Select the + sign next to  to link and add additional individuals to this Entity.
      • Link from Admire Account:
        • Click on the individual from on their account to open that individuals sidebar view screen.
        • Select the + sign next to  to link the individual to an Entity.

How to Link an Entity to a Pledge/Payment

Linking Entity While Entering the Pledge/Payment

• Once you select an Account,  will appear under the account info.
• Select  and type in the Entity name in the box provided.
• By default the first individual on the account will be linked to the Entity.
• If you wish to change that just select or deselect the individuals you wish to be linked.
• If there is no matching entry in your system, choose  from the pop-up.
• Enter the Entity data in the Create Entity entry screen.
• Select  when done.
• Learn more about linking payments to entity here: Linking Payment to Entity

Linking Entity After Pledge/Payment was Already Entered

• Click on the pledge/payment that is on the account.
• The Pledge/Payment view screen will open in the sidebar.
• Select  from the top of that sidebar.
• Select the Link to Entity option.