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CCH Software User Documentation

Extras

The Extra tab is where you view or edit the values of the categories and custom fields associated with a client or contact. Extras are used for storing information about your clients and provide reporting information. The system administrator sets up the custom categories and fields using Maintenance > Custom Categories and Custom Fields.

The system administrator might define a category or custom field that could be attached to various names in the database with common attributes. For example, to send a letter to key prospects on the database inviting them to a seminar, a category 'Seminar’ could be set up and attached to prospective contacts and clients This will allow you to print a letter for only those contacts and clients with the sort view ‘Seminar’ attached.

 

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