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Business or entity records can now be created in TouchPoint. The records will have a Business Name rather than a First and Last Name and will display only the fields relevant to a business or other entity.

Person records can be converted to business records and vice versa. The Basic Search page now has a filter for record type -- Person or Business/Entity -- and there is a Record Type search condition so that you can easily include or exclude types in your Search Builder results.

For more information about creating and converting Business/Entity records, read here.

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