The Trading Names screen is used to enter any trading names associated with a client.
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| title | Opening the Trading Names Screen - Click here to expand... |
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- From the Client menu, select Trading Names.
- From the sidebar, select Client then Trade Names.
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| title | Adding a Trading Name - Click here to expand... |
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- Click the New button. The Trading Name dialog will be displayed.
- Enter the trading name details.
- Click the Short Name Copy button (
 ) if the short name is to be the same as the name.
OR
Enter a short name. - Click the OK button.
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the Primary Trading Name was entered on the Client Overview screen, the Trading Name dialog below will be partially complete. |
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