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CCH Software User Documentation

Editing a Job

  1. Find the assignment that has the job you want to edit.

  2. On the Client>Assignment window, click the job hyperlink you want to edit.

Assignment - edit job from Client's records.PNG

OR

3. On the toolbar option Assignments, search for the assignment, click the job hyperlink you want to edit.

Assignment - edit job from Assignments list.PNG

4. Edit the details as required.

5. Click Finish to save.

 

Note

Your ability to edit Job details will depend on the permissions assigned to you.

 

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