| Name | Platform | Contacts | CJ Staff |
|---|
A deliberate, named grouping of related clients — confirmed by staff, not auto-merged.
Or add this client straight to a group that already exists — no shared-person match needed.
"Invite to portal" is off by default — turn it on only for contacts who should get a login email now.
CJ Financial staff who work on this client — not the client's own management/company contacts.
Drives which obligations show up for this client on the Compliance Calendar. Set at onboarding, editable any time after.
Bare corporate trustee — GST/BAS/tax return fields below don't apply unless it's also trading in its own right (all income is taxed at the trust/beneficiary level). Tick the box above if that's not correct for this company.
Merge this client's records into another client and record its name as a business/trading name there — for a duplicate that turns out to just be a trading name, not a separate entity.