Presenters

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In order that the program may automatically insert the name, address etc. of the presenter on all official forms you may create an unlimited number of presenters and attribute any one of them to each company.

 

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For example, if your practice has two trading names, "ABC & Co." and "XYZ & Co.", both these names (and associated addresses) could be created as presenters.  In each client company, you would choose which presenter is attributable to that company.  If, on the other hand, your practice had two branch offices with the same trading name, you would simply create two presenters (eg. "ABC (Croydon Office)" and "ABC (London Office)") with appropriate addresses.

NB.  Each client company MUST have a presenter.  If you would like a particular company to have blank presenter details, then you must create a "blank" presenter with, say, just a dash as the presenter's name.

To create, edit or delete presenter details, select Presenter Details from the File menu.

 

Creating, Amending and Deleting Entries