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CCH Software User Documentation

Add New Contact Wizard - Step 1


The information you enter in the Contact Personal Details and Responsibility window appear on the Main tab of the Contact page.

Enter Main details for the contact

  1. Select whether the new contact is a Person or an Organisation. Fields that are not applicable are greyed out.

  2. Enter the name details for the contact. The Last Name is mandatory.

Title: Mr, Mrs, Miss, Lord, etc.

FirstMiddle and Last names: These fields are available only if the contact is a person.

Suffix: This field is displayed only for persons. Suffixes such as knighthoods and orders (KBE, MBE, etc.) can be entered here.

Pre Name and Main Name: These fields are displayed for organisations only. Use the Pre-Name field if the organisation's name starts with 'A' or 'The'.  Enter the main part of the name in the Main Name field. As searches are based on the main name, when results are displayed you will see suppliers listed in alphabetical order instead of seeing them all listed under 'T'.

Salutation: Any other name that the person is normally known by or prefers.

Mailing Name: Name used for mailing purposes, alternative to the full name or salutation. If you do not enter a mailing name, the contact's full name will be used.

Initials: Enter the contact's initials if required.

Aliases : Select an alias Type from the drop-down list, then click in the Name field and enter the alias. Press [Enter] to save the alias.

  1. If the contact is a person, specify the gender and enter the date of birth.

  2. Select the partner, departmentoffice and company who will service the contact.

  3. Enter the Salutation, Mailing Name, Initials and Aliases. You can choose to continue with the Wizard to add the client to the database or click Finish and complete the details on the Client page later.

  4. Enter an Email address. If this matches an existing contact or client a duplicates warning will be presented.

  5. Optionally enter a reason won. The list of reasons is maintained via Maintenance, Client/Supplier, Reasons and can be used in reporting.

  6. To continue using the Wizard, click Next.

The Step 2 window opens. This is where you enter Extra details for the contact.

Note: Salutation is any other name that the person is normally known by or prefers. This is different from an alias in that it can be used as the primary way of addressing a contact in a mail merge for example.

Note: Mailing Name is that used for mailing purposes. It may be an alternative to the full name or salutation. If you do not enter a mailing name, it defaults to the contact or client's full name.

Note: 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.'


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