Alternate name (form)

Click Client administration > Clients. On the Clients list, select and open a client and then click Compliance > Alternate names.

Use this form to record alternate and previous names for business parties.

Field names and the order in which they appear may have changed . This article refers to the standard Primacy Workplace form.

Navigating the form

The following tables provide descriptions for the controls in this form.

Action	Description
New	Creates a new record.
Save	Saves current record.
Save and new	Saves current record and resets the form to prepare a new record.
Save and close	Saves current record and closes the form.
Close	Closes the list or form being viewed.
File > Page setup	Opens a page setup dialogue box to set printing parameters.
File > Print preview	Opens a print preview box.
File > Print	Opens a dialogue box to select print options.
File > Refresh	Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data.

Field	Description
Name	The current name of the business party. This field is disabled by default.
Alternate name	The alternative name of the business party.
From date	The start date this record will be valid from.
Thru date	The end date this record will valid until.
Category	The category in which the alternative name falls under.
Created by	The user who created this record.
Created on	The date this record was created.
Modified by	The last user to modify the details of this record.
Modified on	The date this record was last modified.