Client Data (CDS) 2018 2018

Accountants Enterprise only

This data includes Names, Addresses, Contact Numbers for contacts, clients and employees, and Validation tables for information such as Titles used in tax returns.

The features of Central Database include:

• Adding/Editing Contacts, refer to The Contacts Browser 2018 2018

• Entering Details, refer to Details Recorded for a Contact 2018 2018

• Adding Addresses, refer to Address Select Client Details 2018 2018

• Attaching Sort Views, refer to Sort View Index for Client or Contact 2018 2018

• Adding Notes, refer to Index of Notes for Contacts 2018 2018

• Establishing and maintaining your table entries, refer to Table Maintenance 2018 2018

• Reporting, Reporting from CDS 2018 2018

• Letter, refer to Index Master Letters 2018 2018

• Control Record, refer to Control Record Setup 2018 2018