Client Data (CDS) 2024

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 2024

• Entering Details, refer to Details Recorded for a Contact 2024

• Adding Addresses, refer to Address Select Client Details 2024

• Attaching Sort Views, refer to Sort View Index for Client or Contact 2024

• Adding Notes, refer to Index of Notes for Contacts 2024

• Establishing and maintaining your table entries, refer to Table Maintenance 2024

• Reporting, Reporting from CDS 2024

• Letter, refer to Index Master Letters 2024

• Control Record, refer to Control Record Setup 2024