About the Individual Client organisation

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About the Individual Client organisation

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Individual Client is an organisation in Sugar that is used for all private clients.

 

An individual, or private, client is a person or family who seeks our services on their own behalf, rather than on behalf of a company, law firm, bank, etc. where they work. By definition an individual client is not associated with an organisation.

 

The Individual Client organisation in Sugar is designed as the home for all such contacts. Any contacts or clients who come into the system and are engaging with Harneys on their own personal behalf, or that of their family, should be linked to this organisation.

 

Note: It is possible for a contact to interact with Harneys in both a personal and professional capacity. In such situations unique contact records should be set up for each with the letters (Inv) following the Last Name of the contact in their individual capacity.