After the prospect has been set up, you can view the profile by clicking on the name or using the open button from the gallery.
Any Companies imported from Companies house will have a link to that entity within the profile page, this will allow your team to quickly check the profile information of all parties.
Fields available to edit in the profile are:
General Details
Name of Prospect
Trading name (if different)
Country of incorporation*
Type of prospect* e.g. Company or Trust
*Do not apply to an Individual
Contact Details
Email address
Website
Primary and Other phone
Physical and Postal Addresses
Associated Parties
The following article contains a general overview of the Associated Parties tab
Updating parties within an entity
Registries (only applicable to Companies)
Country of incorporation
Authority number and Authority number (other)
Incorporation date
Annual return date
Client Administration
Business unit (see more here)
Partner and Manager
Reference (or matter number)
Annual review date
Set up status
Summary notes
Services
Service (Accounts, Audit, BDS, Employment, Tax, VAT etc.)
Fee
Partner and Manager