Skip to main content
CCH Software User Documentation

Add New Contact Wizard - Step 4


The information you enter in the Contact Note Details window will appear in the Notes panel on the Main tab of the Contact page.

Enter a note for the contact

  1. In the Title field, enter the title for the note. The current date is the default and is displayed in the Date field. You can select a different date

  1. Type your notes into the field block.

You can use the formatting icons to apply rich text styles such as bold and italic to the text in the Notes box, or to change fonts, etc.

Click the File:dirname/central/040_Contacts+and+Clients/150_Using+the+New+Contact+Wizard/050_Add+New+Contact+Wizard+-+Step+4/icon_spellcheck.gif icon to launch the spellchecker to check for typing and spelling errors.

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.

  1. To continue using the Wizard, click Next.

The Step 5 window opens. This is where you enter details of contacts associated with the new contact.



  • Was this article helpful?