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CCH Software User Documentation

Contact window

The Contact window has a number of tabs that group information together so that details are easy to view and edit if necessary.

Tabs on the Contact window

 The tabs on the Contact window are:

The information shown in these tabs is created while using the Add New Contact Wizard. Once you do work for a contact you need to change the contact into a client.

Task Bar options

When the Contact window is displayed, the options available on the Task Bar are:

  • Convert to Client
    Click to change the contact into a client.

  • Close
    Click to close the selected client record.

  • Delete contact
    Click to delete the selected client.

 

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