Vital CRM
How to add a "Tax ID Number" field in the Customer Form?
You can add a "Tax ID Number" field in the Customer Form.
*The "Tax ID Number" field has a special purpose. For example, in our company, when people fill in the company name, they may enter "Company A," "GSS," or "12345." If we rely on the name to determine the company, it would create three different company records. However, when filling out the customer form, if the Tax ID Number is provided, the system will prioritize using the Tax ID Number to identify a specific company, avoiding the creation of multiple records for different company aliases.
For example, let's say there is an existing company in the system called "Company A" with the Tax ID Number 12345678. If a customer fills in the company name as "GSS" and provides the Tax ID Number 12345678 in the Customer form, after submitting the form, the system will use the Tax ID Number to find the existing company, and the customer's input of "GSS" as the company name will be ignored. The customer will be associated with the existing "Company A."
https://faq.vitalyun.com/EN/CRM#4450