And to have a client code. We have a name code for each client that we want to show in the internal client list for selection. Right now we do "(ABC) ABC Co, Inc.", but that also shows everywhere else, like financials, etc.

Yes!! I've run into this being an issue with the 1099 emails because the name we have them listed as is their legal business name but their vendors know them by their DBA name or something like that. So when the email goes out and it says hey we do the books for LEGAL NAME the vendor is like huh never heard of 'em!

This is important, especially when we use prefixes to sort our customer list. Example: I have my books set as 1.(Company Name), and I just pushed a test report and that's how the email came over. I append PR or ST to clients that are only payroll or sales tax, and those suffixes show in their email titles as well.