Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 6 Next »


     

[click logo to return to home]

RELEASE NOTES
NEWS BULLETINS

Click here for the latest TFS bulletins

TFS MANUALS

Documentation Disclaimer

FREQUENTLY ASKED QUESTIONS

Documentation Disclaimer

OTHER RESOURCES

          

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


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



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



  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.


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

  • No labels