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CCH Software User Documentation

Changing a client name or code

CCH Central allows the user to change the name and code of the client since the respectives permissions are given to the user.

Change a client's name and code

  1. Open the Client page.

  2. On the Client page click the Ellipsis File:dirname/central/040_Contacts+and+Clients/030_Client+page/bttn_ellipsis.gif in the Client Name or Client Code field.

  3. On the Amend Client Name window, type the existing information and then click OK to change it.

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