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Fields with an * are required for a contact to be successfully created.
Once the first legal entity type drop down box is selected, either individual or company, additional fields will appear.
The Accounting System Name is the name that will appear in the Customer Name field in your external accounting software. For ReckonAccounts Deskop this field is limited to 41 characters. For individuals it is recommended that the accounting system name be formatted last name, first name.
The 'Known As' field is useful for individuals or companies who may wish to be addressed under a different name.
The Billing Name is the name that appears on first line of an invoice. This is especially useful for invoices that are addressed to multiple people. For example Mr G Smith, Mr S Cobbs & Mrs J Jackson.
Contact Types
Client: Any company or individual who employs the services of the business.
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