SmartFusion Modules > Business License > Business Master > Enter/Edit Business Master 

Recent Changes: 
6.206 - Added 'Date Of Birth' to the contact information tab.

6.175 - Added 'Drivers License' to the contact information tab. It will be visible only if the contact type is 'Responsible Person'.

6.169 - Add the physical address2 field on the search section to allow for a partial or full search.

6.167 - Updated the email address validation on the Contact Information tab to allow for more than three characters for the top level domain (".com").  

6.147 - Added a new flag on the Demographics tab for "Exempt from penalty"  

6.143 - For clients that have Milner Image Director license, the Image Director tab will now show after successfully saving a new record

Refer to bottom of page for changes prior to version 6.140

Search Criteria

Beginning account number and Ending account number

Beginning alpha sort and Ending alpha sort

Beginning account name and Ending account name

Tax id

Status

Beginning alternate name and Ending alternate name

Rate

NAICS/class

Tax map/parcel

Fees and taxes status

Business type

CP businesses

Physical address 1

Physical address 2

Name multi-search - This searches for the user entered text in the customer name, alpha sort and alternate name. It also searches in the customer contact name if the Hospitality Fee module is turned on in the license file.

Demographics tab

User is required to have View Rights
Alternate name
Physical address 1
Physical address 2
City/State/Zip and Foreign zip
Web address
Phone
Alternate phone
Fax
Tax id
Cash Only
Bankruptcy
Bad check
Exempt from penalty
Print application
Enter charges/payments
Print license

Business Information tab

Business description
Business category - requirement for Alabama customers

  • Building Contractor
  • Manufacture
  • Professional
  • Rental
  • Retail
  • Service
  • Wholesale
  • Other (default)

NAICS/Class
Rate
Type of business
Area code
Sales tax number
State id number
Federal id number
SSN
Bonding Company
Bond number
Expiration
Insurance company
Default regular fee
Tax map/parcel
Number of locations
E-Verify number
E-Verify exempt
Note
Original license date
State License - Number and Expiration Date
Other License - Number and Description
Non-resident
Exempt from licensing
Hazardous materials
FAL
Home-based
Include as contractor in Permitting system

Contact Information tab

User is required to have View Rights

Name

Title

Type

Email

Phone

Cell

Fax

Date Of Birth

Primary

Drivers License -It can be entered only if the contact type is 'Responsible Person'. It has maximum length of 30 characters.

Notes tab

User is required to have View Rights

License History tab

User is required to have View Rights

Additional Fees/Taxes tab

User is required to have View Rights

Documents tab

ImageDirector tab

Milner ImageDirector Dynamic Page Setup

Changes Prior to Version 6.140

6.138 - Fixed an issue with the 'Name multi-search' feature throwing an error for clients  who do not have the 'Hospitality Fees' module. 

6.134 - Added logic to stop creating charges/payments on inactive accounts.

6.106 - Updated logic to follow user security settings for State Id number, Federal Id number and SSN on the Business Information tab

6.102 - Performance improvement for searching Business Master

6.100 - Added Milner ImageDirector input tab

6.83 - Added options for Business Category and Social Security Number on the Business Information tab