Entity Naming - Best Practices
We get groups such as "School District #7" or "Boy Scout Troop #14". We enter these as organizations as Entities in RGP because they're non-profit organizations that get a discount at our gym and usually pay as a group. Since RGP requires a first name and a last name regardless of the customer type, we've been putting in "The" for the first name so that the organization name is contained entirely in the last name field. Is that the best way to go?
Comments
I recommend putting a * in the front name, that's what we do.
Also once you change it to an 'entity' you no longer need a first name. You need to have something in the first name field to add a new customer but once you get to the 'edit customer' screen you can change to entity and delete first name.
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