Table of contents
No headers


Last modified
Table of contents
No headers


The Extra tab is where you view or edit the values of the categories and custom fields associated with a client or contact. Extras are used for storing information about your clients and provide reporting information. The system administrator sets up the custom categories and fields using Maintenance>Custom Categories and Custom Fields.

The system administrator might define a category or custom field that could be attached to various names in the database with common attributes. For example, to send a letter to key prospects on the database inviting them to a seminar, a category 'Seminar’ could be set up and attached to prospective contacts and clients This will allow you to print a letter for only those contacts and clients with the sort view ‘Seminar’ attached.


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


This page has no custom tags.
CCH Central




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