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CCH Software User Documentation

How to use the Select Pension Provider Window

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Create a new provider, search for an existing provider and modify the details of an existing provider

You can perform the following tasks in the Select pension provider window.

To create a New Provider

  • Click New, a wizard appears and guides you through the creation process.

To search for an Existing Provider

  • Select the search method of Name or Address and enter the search criteria in the Search for field. Contacts that match the search criteria appear under Contacts found on file, click to select it.

To modify the Details of an Existing Provider

  • With a provider selected under Contacts found on file, click Edit. The client's contact details appear, modify the details and click OK to save.


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