Skip to main content
CCH Software User Documentation

Setting up Alias/Aliases Types

userdocs-productinformation-page-header.jpg

If a contact or client has an alias it should be recorded to maintain a complete record of the contact or client in the database. The alias is defined by type and is made available for selection when a user enters an alias for a contact or client on the Contact or Client Page: Main Tab. The system administrator defines the different alias types for selection.

  1. From the main menu, select File > Maintenance > Client/Supplier > Alias Types.

  2. In the grid, in the Description cell at the top row, enter a description for the Alias Type.

  3. To enter another Alias Type, press [Enter] and then enter information in the new blank row at  the top of the grid.

  4. When you have finished, click  to save the Alias Types and close the window.

 

  • Was this article helpful?