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Matthew Garrett

Matthew Garrett

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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.



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

  2. Enter the trading name details.
  3. Click the Short Name Copy button () 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.



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