Customer or Vendor/Partner Aliases

You can enter aliases for a customer or a vendor/partner. For example, you can specify abbreviated versions of the customer's or vendor/partner's legal name, acronyms for the name, or alternate spellings of the name.

You can use aliases when you search for customer or vendor/partner records. This makes it easier for you to find records when a customer company or vendor/partner company is known by more than one name. For example, Brownstone Technology Systems may also be known as Brownstone Tech or BTS.

After you enter one or more aliases for a customer, an asterisk (*) displays to the right of the customer name at the top of the Customer Info Center form or the Vendor/Partner Info Center form. Place your cursor over Ellipses in the Name field to see a list of the aliases.