How To
Edit an Address Type
CCH Practice Management
You define the different addresses contacts and clients might have so that the correct addresses are used for the primary, billing or statement mailing addresses.
How to Edit an Address Type
Edit an Address Type
- Select File > Maintenance > Address/Phone > Address Type. The Address Type window opens in the content area. The window displays a table that lists the types in the first column and displays check boxes in the remaining columns allowing you to define an Address Type as the Primary, Billing or Statement address.
- Click the Address Type that you want to edit.
- Edit the Description and clear or select the check boxes as required.
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Note: Only one check box can be selected per column. In other words, you cannot have more than one Primary, Billing or Statement address. However, the same Address Type can be defined as the Primary, Billing as well as Statement address.
- Click OK to save the edited Address Type and close the window.
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