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CCH Software User Documentation

Setting up Alias/Aliases Types

If a contact or client has an alias it should be recorded to maintain a complete record of the contact or client in the database. The alias is defined by type and is made available for selection when a user enters an alias for a contact or client on the Contact or Client Page: Main Tab. The system administrator defines the different alias types for selection.

  1. From the main menu, select File > Maintenance > Client/Supplier > Alias Types.

  2. In the grid, in the Description cell at the top row, enter a description for the Alias Type.

  3. To enter another Alias Type, press [Enter] and then enter information in the new blank row at  the top of the grid.

  4. When you have finished, click Buttom OK.PNG to save the Alias Types and close the window.

Central - Maintenance - Client-Supplier - Alias type.PNG

 

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