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