Skip to main content
CCH Software User Documentation

Warning: Importing contacts

 

Importing contacts from VAP does not save much time. The Draft Contacts still need to be approved. Even then, the details may not exactly match a practice’s standards for the layout of a contact. On the other hand, importing contacts can create duplicate contacts or contacts with the wrong  layout. These incorrect contacts can affect the whole practice, and be time-consuming to sort out. If in any doubt, do not tick the client to import its contacts. Just set them up again.

 

 

Related

 

  • Was this article helpful?