Manage companies

Companies are shared organization records for clients and professional contacts. A company is not a FlowerBuddy workspace and its members are not workspace members. Use a company record to keep an organization and its associated people organized across the workspace.

Add a company

1. From Core Data, open Companies and select Add Company.

2. Enter the company name and any useful email, address, point of contact, phone, website, and notes.

3. Review the address display preview when it appears, then select Add.

For example, save a venue business as a company and link its coordinator as a professional contact. That makes it easier to recognize the organization while preserving the person's direct details.

Review members and update the record

Open Members to review linked clients and professional contacts before changing or deleting the company. Select the edit icon to update the shared contact information. Company updates change the organization record, while a person's direct email, phone, and event relationship remain on that person's record.

Delete a company

When you delete a company, its linked clients and professional contacts remain in Core Data without a company association. The people are not deleted. Update or remove their company association from each person's record. This makes deletion suitable for an obsolete organization record, not as a way to remove the people connected to it.