IDs help you quickly find an account and tell you whether it’s active or not, while an account name helps you tell your clients apart. When you add a client to TaxDome, their account is automatically given a unique ID code (one or two letters followed by a number, such as V1, WW1, or JG2) and an account name.
Covered here:
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CRM (Basic): Account Name, Type, ID, and Status
IDs help you quickly find an account and tell you whether it’s active or not, while an account name helps you tell your clients apart. When you add a client to TaxDome, their account is automatically given a unique ID code (one or two letters followed by a number, such as V1, WW1, or JG2) and an account name.
Covered here:
