How To
Offices
CCH Practice Management
Set up an Office
- On the main menu, click Maintenance > Internal > Offices.
- 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.
- Enter the Office Code.
- Enter the address in the Address 1, Address 2 and Address 3 fields if required. Entering address details is optional.
- Enter the Town. Postcode and Country.
- Press [Enter]. A new blank row is created at the top of the table.
- To set up further offices, repeat steps 2 to 6.
- When you are finished, click OK to save the information and close the window.
Delete an Office
- On the main menu, click Maintenance > Internal > Office.
- 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.
- Press the [Delete] key and then click Yes when prompted to confirm the delete action.
- The Office is deleted.
- To delete additional offices, repeat steps 2 to 3.
- When you have finished, click OK to save the changes and close the Offices window.
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