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The Accounting System Name is the name that will appear in the Customer Name field in your external accounting software. For individuals it is recommended that the accounting system name be formatted last name, first name.
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Note: If you try to change this name after the contact has been posted to the External Accounting System, you will get a warning message to remind you to change the name in the External System as well. By accepting this message, you agree that you have updated the contact in the External System and understand that your name will be recorded against this change.
For more on this, please go to the page at Accounting System Name and External Integration
Changes to this name that aren’t replicated in the External Accounting System will cause errors when syncing the two systems.
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The basic cycle involving clients is as follows:
Other Law Firm: Any law firm separate from the organisation.
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When creating a 'New Address' : Select 'New Address' as shown above.
Click 'Select' and a drop down menu will appear. Select the appropriate address type.
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For a company the additional details section has the following fields:
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Custom Fields
Custom Fields are fields that can be used to record additional information about a contact.
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ACN - Australian Company Number
Safe Custody
Please read more about Safe Custody at Safe Custody