Wednesday, February 09, 2005
Utilising the Customer Alternate Name Field
I had a problem at a client the other day where they weren’t able to capture data in to the Customers Alternate Name Field, here’s the quick and simple solution.
In order to allow data entry in to the Alternate Name field of the Customer as indicated in the diagram below, the profile option AR: Customers - Enter Alternate Fields should be set to Yes. An alternate name would most likely be used where the customer is trading using a different name to the one shown on your records. Apparently certain reports within AR will display this alternate name if you are using it.