Client name mismatch within the File
Tags: Amicus Premium
This message is an output result when Data Consistency Checker is executed.
Files are tested for several issues during consistency Test
- The Primary Client's Name does not exactly match the Full Client Name.
(If the Primary Client is an individual, their First and Last Name is used in this comparison.)
- Client contact name is different from Full Client Name on File
Go to File > select and open Amicus File
Click on Admin > General > Accounting
Correct the Full Client Name to match the client on the file