Practice Manager - Display Name for clients
It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.
11
votes
Bridgette Banks
shared this idea
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Eleonora Yazici commented
It is essential to use the Groups function to group your clients, easy to identify if client is a group.
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Sean Yan commented
maybe to follow client names with client code
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Xero Ideas at GT commented
We have many duplicated client names across our offices and this causes a lot of confusion.