Do you want to generate a conversation around the client's business? Ask important business-related questions by applying the business stencil to a business entity and get the ball rolling.
Here is a suggested course of action:
If one is not already on the map, apply a legal entity by using the Actions menu on the left-hand navigation menu or the right-click (command-click) menu on the map.
Apply the stencil to only the business, not to any other member. Here's how:
Use the Actions menu to open the Stencil application tool
Select Public Library
Select the Business Financials stencil
Select "No" to Apply stencil to entire household
Select the business from the Select Household Member dropdown list.
Click Apply Stencil
These are the conversations applied by the Business Financials stencil:
4/2025