The details of your Agents, Contacts, Clients (AE/Series 6 & 8), and Employees (AE/Series 6 & 8) are added and updated within the Maintenance menu. Click [Alt+M] to select the Maintenance menu:
Details accessed from the Maintenance menu include:
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(AE) Clients 2026
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(AE) Employees 2026
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(AE/Series 6 & 8) Standard answers 2026
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(AE) Status Levels 2026
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Master Notes: refer to Master Note Index 2026
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Practice Notes: refer to Substantiation Notes 2026
Other indexes include:
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(AE) Returns: refer to Return Index 2023
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Schedule Notes: refer to Schedule Notes Index 2023
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(AE/Series 6 & 8) Flexi Report Layouts: refer to Flexi Reports 2023