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CCH Software User Documentation

Find Client - Additional fields within Field Chooser

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Additional Fields

Users can now view the following fields from the Clients > Main Tab within the Find Clients window:
• Date of Birth
• NI Number
• Year End

By default, the Date of Birth, UTR, NI Number and Year End fields are available in the Field Chooser and it can be placed near any other column header from the Find Clients grid.



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