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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
Note: The first code always uses the digit "01".

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"


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