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Company records are how you keep track of your relationship with different businesses, government organizations, institutional funders, etc. They're almost exactly like individual records, but with a couple of differences. If you have a record for a company that was originally created as an individual person, you can convert the record easily.
Company records have five different subtypes. When creating a company record, you select a subtype, but you can change it at any time.
The types are:
Companies in Search
You can also filter for companies companies in your advanced search filters. Under "Type" you can choose Individual or Company. Leaving it blank will include both in search results. If you select company, an additional filter will show up for the company subtype.
You can import company records into Artful.ly just like individual people records. You can also import companies and individuals in the same spreadsheet. Just make sure to specify what type of record is in each row.For a detailed description of how to import people records visit our article: Importing People.
Note: Fiscally Sponsored Projects will automatically have their institutional funders imported as Company Records when they connect their Artful.ly and Fractured Atlas accounts.
Company records are useful when keeping track of institutional giving and your interactions with businesses. You can use company records to track things like:
- Foundations whose grants you've applied for
- Businesses that give you matching gifts
- Organizations that make significant in-kind donations
- Vendors or contractors with whom you do business