Setting up Alias Types

Last modified

Overview

If a contact or client has an alias it should be recorded to maintain a complete record of the contact or client in the database. The alias is defined by type and is made available for selection when a user enters an alias for a contact or client on the Contact or Client Page: Main Tab.

The system administrator defines the different alias types for selection.

Set up an Alias Type

  1. From the main menu, select Maintenance > Client/Supplier > Alias Types.
    The Alias Type tab displays a description table.

  2. Enter a description for the alias type in the Description cell in the top row.

  3. To enter another alias type, press [Enter]. A blank row is created at the top of the table for you to enter.

  4. When you are finished, click OK to save the alias types and close the window.

Page statistics
304 view(s) and 3 edit(s)
Social share
Share this page?

Tags

CCH Practice Management

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |