What data is shared across my Sage software?
When Client Integration is enabled, your clients' main details data is shared.
Typically the data shared will include:
Individuals | Sole Trades | Partnerships | Companies | |
---|---|---|---|---|
Gender | P | |||
NI Number | P | |||
UTR | P | P | P | P |
Nationality | P | |||
Occupation | P | |||
Date of Birth | P | |||
Date of Death | P | |||
Address | P | P | P | P |
Telephone | P | P | P | P |
Fax | P | P | P | P |
Mobile | P | P | P | P |
P | P | P | P | |
Trading Name | P | P | P | |
Website | P | P | P | P |
Business Activity | P | P | P | |
VAT reg Number | P | P | P | |
Began Trading | P | P | P | |
Ceased Trading | P | P | P | |
Business Address | P | P | P | |
Date of Incorporation | P | |||
Date of Unincorporation | P | |||
Company reg Number | P | |||
Registered Address | P |