Client Data (CDS) 2023

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 2023

• Entering Details, refer to Details Recorded for a Contact 2023

• Adding Addresses, refer to Address Select Client Details 2023

• Attaching Sort Views, refer to Sort View Index for Client or Contact 2023

• Adding Notes, refer to Index of Notes for Contacts 2023

• Establishing and maintaining your table entries, refer to Table Maintenance 2023

• Reporting, Reporting from CDS 2023

• Letter, refer to Index Master Letters 2023

• Control Record, refer to Control Record Setup 2023