Main Details

Click on an item to find out more:

The client's type is displayed. You cannot change this.

For example, Smith's Catering

Note: If you change the client's Trading name, Control Centre will ask you if you also want to change their Correspondence and Report names. Select Yes to use the new default names, No to retain the current ones or Cancel to return to the Main Details form.

This is the name of the sole trader e.g. Miss. J. Jones. You can only change this by editing the sole trader's Main Details form.

This is the client code of the sole trader. You can only change this by editing the sole trader's Main Details form.

View and edit the personal details of the sole trader. The sole trader's Main Details form opens.