Mark a company as a person when your client is a homeowner or other individual rather than a business. Drum then labels the name Full name and hides Legal Name and Tax Number for that company.
Mark a company as a person
When you add or edit a company: tick This company is a person, not a business (for example a homeowner), then save.
On an existing company: open the company and, under Company Details, select the value next to Person or business:. Tick or clear the box and save. The value shows as A person (for example a homeowner) or A business.
When you type a new client on a project or opportunity: tick the same box under the message that the new company will also be created.
Suppliers you add from a cost, purchase order or expense claim don't show this box.
Make new companies people by default
Open Settings → Account Defaults.
Under Companies, set New companies are to A person. Choose this if most of your clients are homeowners or other individuals.
The box then starts ticked when you add a company or type a new client on a project or opportunity. You can still change it on each company.