Global Address Book

The shortcut to the Global Address Book is ‘Ctrl A’.

The ‘Abbreviation’ field is used to identify scheme advisers in various reports where it would not be convenient to use the full name. The abbreviation can amended at anytime (but this will apply to all users and so it is best done by the master user).

Earlier versions of Omni also stored scheme related addresses in the Global Address Book – such addresses are now stored in the Scheme Address Book.

Practitioner

If the firm acts as an HMRC Practitioner then the ‘Group’ field should be set to ‘Practitioner’. Once this has been done, an extra panel will appear with boxes for the HMRC’s ID number and their Address Number.

The Practitioner ID is a unique number given to every pre-registered Practitioner and will always be 8 numerical characters. If the number you input does not fit this format, a warning will be displayed.

See also – Scheme Addresses, Addresses and Contacts, Member Addresses.