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CCH Software User Documentation

Setting up a Partner

Set up a Partner

  1. On the main menu, click Maintenance > Internal > Partner.

  2. In the Partners window, click in the blank Employee field.
    A drop down List button arrow and Ellipsis  button appears.

  3. Click the drop down arrow to select a partner or find the employee (partner) using the browse button.

  4. Press [Enter].
    The name appears in the list.

  5. To add additional partners, repeat steps 2 to 4.

  6. When you have finished, click OK to save the changes and close the Partners window.

 

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