How To
Setting up Alias/Aliases Types
CCH Central
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.
- From the main menu, select File > Maintenance > Client/Supplier > Alias Types.
- In the grid, in the Description cell at the top row, enter a description for the Alias Type.
- To enter another Alias Type, press [Enter] and then enter information in the new blank row at the top of the grid.
- When you have finished, click
- to save the Alias Types and close the window.
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