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Business accounts differ from private accounts in that they use name fields differently, are assigned to other categories and can have several contact persons. Contact with customers is maintained through designated contact persons who are assigned in the company's account.

  1. Enter the company name in the Name field.
  2. Use the Name 2 and Name 3 fields to complete long company names, for name additions or departments.
    Note: For company accounts, never use the fields Salutation, Title or First name, which are placed before the name in the letter salutation and postal addresses.
    Example:
    Name: National Institute of Health Research
    Name 2: Great Ormond Street Hospital
    Name 3: Clinical Research Facility
  3. Set an operational standard for company names to facilitate searches and evaluations.
    Example: Decide whether "Hotel" should be set as part of the name or not. Alternatively, the field First name can be used for this purpose; it is placed in front of the name in the address window.