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CCH Software User Documentation

Aliases

Aliases are alternate names that your contacts or clients are known by, for example, a name they want to be known as rather than their actual name. For example, 'Elizabeth Carter' might want to be know as 'Liz Carter', or a company might be called 'General Software Solutions' but be known as 'G.S.S'

When you enter an alias you need to also enter the type of alias it is, for example, nickname, trading name, etc. The system administrator sets up Alias Types for selection using Maintenance > System > Alias Type.

You can also search by aliases on the Find Contact and Find Client pages.

 

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