Account Name Configuration

This feature allows you to change the way Applied Epic automatically generates account names. Rather than using only the first and last name, you can opt to include the prefix, middle name, and/or suffix in the generation of account names. Making the account names more complex can help users differentiate accounts with similar first and last names.

Settings for including or excluding prefixes and suffixes only apply to individual clients and employees. Applied Epic assumes that business clients, brokers, companies, finance companies, other interests, and vendors will have business names. Therefore, any prefixes and suffixes are automatically included in the generation of account names for these entity types.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click Areas > Configure on the menubar.
   • Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.
2. Click Account on the navigation panel or Areas > Account on the menubar.
3. Click Account Name on the navigation panel.
4. Click to highlight an account type in the Account Name Creation list and do one of the following:
• Click the Edit button to the left of the list.
• Press [Enter] on your keyboard.
• Double click the account type.
5. Set the following options for account name/lookup code generation for each account type.
• Auto-generate account name/lookup code applies to business clients, employees, and individual clients. This option allows you to enable or disable the automatic generation of the account name/lookup code.
• Exclude These Items When Creating Account Name applies to individual clients only. You can opt to include or exclude the Additional contact name in the code.
• Include These Items When Creating Account Name applies to employees and individual clients. Select/deselect the appropriate checkboxes to include or exclude the Prefix, Middle Name, and/or Suffix in the account name.
6. If you selected Prefix or Suffix in the previous step, you may optionally specify prefixes and/or suffixes to exclude from generated account names. This option is available only for individual clients and employees.
1. Do one of the following:
• Click the Add button to the left of the Exclude These Prefixes and Suffixes list.
• With focus on the list, press [Insert] on your keyboard.
2. A list of prefixes and suffixes in your system displays. Select the checkbox beside each prefix and/or suffix to be excluded from account names.
   
   To display only prefixes or suffixes in the list, select Prefix or Suffix in the second Search where dropdown and click Find.
   
   To display both prefixes and suffixes, click Clear Filter in the header.

3. Click Finish or Save to add your selections and close the Add Prefixes and Suffixes window. To select additional prefixes or suffixes, click Add or Save & Add Another.

7. To remove prefixes or suffixes from the Exclude list, select the checkbox(es) beside these items and then do one of the following:
• Click the Delete button.
• Press [Delete] on your keyboard.
8. Click Finish or Save to save your changes.