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CCH Software User Documentation

Edit a Bank or Lender

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  1. Click on one of the following to open the Select Bank or Lender window:

  •  in Bank/Lender name.
  • Click  The Select Bank or Lender window appears (Banks tab only).
  • Click  The Select Bank or Lender window appears (Lender tab only).
  1. Select either the Banks or Lenders tab.
  1. Highlight the row of the bank or lender you want to edit.
  1. Click Edit. The Contact tab appears.
  1. Modify the details and then click OK to save.

 

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