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CCH Software User Documentation

Client/Supplier: Setting up Alias 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.

Set up an Alias Type

  1. From the main menu, select Maintenance > Client/Supplier > Alias Types.
    The Alias Type tab displays a description table.

  2. Enter a description for the alias type in the Description cell in the top row.

  3. To enter another alias type, press [Enter]. A blank row is created at the top of the table for you to enter.

  4. When you are finished, click OK to save the alias types and close the window.

 

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