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The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
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The Trading Names screen is used to enter any trading names associated with a client.


Expand
titleOpening the Trading Names Screen - Click here to expand...
  • From the Client menu, select Trading Names.
  • From the sidebar, select Client then Trade Names.


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Expand
titleAdding a Trading Name - Click here to expand...
  1. Click the New button. The Trading Name dialog will be displayed.

    Image Modified

  2. Enter the trading name details.
  3. Click the Short Name Copy button (Image Modified) if the short name is to be the same as the name.
    OR
    Enter a short name.
  4. Click the OK button.


Note

the Primary Trading Name was entered on the Client Overview screen, the Trading Name dialog below will be partially complete.