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 primary 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.  Only Primary individuals show as options.

• 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.

Admire Quick Tip!  Quick Create Anonymous Account Linked to Entity:

To quickly record a business payment from an anonymous donor:

• Go to the Create Account screen and select (this creates Anonymous Account).

• The will now appear.  Click it to search for the Entity and/or add a new one.

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.

  • NOTE: Only the Primary Individuals can 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.