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Contact Numbers

Accountants Enterprise with Tax only

Practice Manager users do not have the Contact tab but use the Create Client/Contact Wizard to record contact numbers. These details appear on the client’s Main and Addresses tab and can be maintained through the Addresses tab.

To access the Contact details for a return
  1. Click Return Properties > Contact Numbers tab. Details recorded are Telephone, Facsimile, Mobile and E-mail.

  2. Enter the details or select from the client details recorded for this client.

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