An individual record is for a person or a couple and a company is a group or organization. It is important to choose correctly when entering a new constituent because each profile has different fields applicable to that type of constituent. For example, an Individual profile includes fields like First Name and Title which are not applicable to a Company profile. In the Company profile, there are fields like Number of Employees and Company Industry.
What is the difference between an individual and a company record? Print
Modified on: Fri, Sep 5, 2025 at 10:03 AM
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