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CCH Software User Documentation

Warning: Importing contacts

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Importing contacts from VAP does not save much time. The Draft Contacts still need to be approved. Even then, the details may not exactly match a practice’s standards for the layout of a contact. On the other hand, importing contacts can create duplicate contacts or contacts with the wrong  layout. These incorrect contacts can affect the whole practice, and be time-consuming to sort out. If in any doubt, do not tick the client to import its contacts. Just set them up again.





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