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6.2. Client Code Conventions
Each client must have a unique client code. The format of this code and description will depend on whether the client is a person or a business.
Conventions for Persons:
Client Code:
The client code should follow the format LLLLFF##
- The LLLL stands for the first four characters of the client's last name
- The FF stands for the first two characters of the client's first name
- The ## stands for a two digit number that will be unique for each client whose LLLLFF is the same
Client Description:
The client description should be the client's last name, followed by a comma, then first name(s)
Example: Sally and Mark Smith's client code is SMITSA01 and the description is "Smith, Sally and Mark"
Conventions for Businesses:
Client Code:
The client code should follow the format BBBBBB##
- The BBBBBB stands for the first six characters of the business name
- The ## stands for a two digit number that will be unique for each company who's BBBBBB is the same
Client Description:
The client description should be the business name
Example: The code for a business called Communicore is COMMUN01 and the description is "Communicore"