Page Comparison

Details basic personal information about an entity.

• Entity Type: Allows the selection of the entity type (e.g., Corporation, Name, Person, etc.).
• Relationship: Can only be edited if entering a company contact.
• Name: Name of the entity.
• Short Name: Short name of the entity.
• Primary Trading Name: Primary trading name of the entity.
• Established: Year the entity was established.
• Incorporated: Year the entity was incorporated.
• Branches/Employees: The number of branches the entity has.
• Employees: The number of employees the entity has.

The

values entered here relate to the mail merge diagnostic document (Mail Merge Diagnostic Document.doc that is located in the \\[tfs folder]\Docs\ folder).

• Name:

•  The value entered into this field will be displayed in the mail merge field <<userMMEName>>.
• Position:

•  The value entered into this field will be displayed in the mail merge field <<userMMEPosition>>.
  
  

Contains information related to official Australian Tax Office (ATO) entity details.

• A.B.N.:

•  Australian Business Number.
• A.C.N/A.R.B.N.:

•  Australian Company Number or Australian Registered Body Number.
• Structure:

•  Company structure:
  • Individual
  • Non Profit Organisation
  • Partnership
  • Private Company
  • Public Company
  • Trust
  • Trustee

•  Industry name.
• Primary Activity:

•  The primary activity of the industry.