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CCH Software User Documentation

Offices

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Set up an Office

  1. On the main menu, click Maintenance > Internal > Offices.
  2. In the Offices window, in the blank row at the top of the table, enter the Office Name. To edit an existing name, edit the text directly.
  3. Enter the Office Code.
  4. Enter the address in the Address 1, Address 2 and Address 3 fields if required. Entering address details is optional.
  5. Enter the Town. Postcode and Country.
  6. Press [Enter]. A new blank row is created at the top of the table.
  7. To set up further offices, repeat steps 2 to 6.
  8. When you are finished, click OK to save the information and close the window.

Delete an Office 

  1. On the main menu, click Maintenance > Internal > Office.
  2. In the Offices window, select the row of the office you want to delete.

    Note: you cannot delete offices that are being used by the system. If you try to delete an office that is associated with clients or employees, an error message displays.

  3. Press the [Delete] key and then click Yes when prompted to confirm the delete action.
  4. The Office is deleted.
  5. To delete additional offices, repeat steps 2 to 3.
  6. When you have finished, click OK to save the changes and close the Offices window.

 

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