Hi,
It would be good to be able to enter the entity name and the "Trading As" name on a client card.
We have most clients using a family trust or entity name and trading a something completely different. It would be good to be able to look up either when searching.
The "trading as" name which we enter in the card does not match the ABN, as that obviously relates to the entity name. This can be quite confusing.
Thanks,
Jenni
Hi Jenni,
We appreciate your suggestion, and it's evident that many other users may desire this feature in our software as well. Rest assured, I will forward your suggestion to the appropriate team for potential future implementation. If you have any more questions or need assistance in the meantime, please don't hesitate to ask here in the Community Forum, and one of our team members will be delighted to help you.
Regards,
Earl
