Client Data (CDS)

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

• Entering Details, refer to Details Recorded for a Contact

• Adding Addresses, refer to Address Select Client Details

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

• Adding Notes, refer to Index of Notes for Contacts

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

• Reporting, Reporting from CDS

• Letter, refer to Index Master Letters

• Control Record, refer to Control Record Setup