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Accountants Enterprise only

If a contact or client has an alias it should be recorded to maintain a complete record of the contact or client in the database. The alias is defined by type and is available for selection when a user enters an alias for a contact or client on the Client or Contact page > Main tab.

Your system administrator defines the different alias types for selection using Maintenance > Client/Supplier > Alias Types.

 

To set up alias types
  1. Select MaintenanceClient/Supplier > Alias Types on the main menu or Maintenance > Maintenance MapClient/Supplier > Alias Type. The Maintenance — Alias Type page opens displaying a description table.

  2. Enter a description for the alias in the first blank Description cell at the top of the table.

  3. Press [Enter] to add another alias type. A blank row is created at the top of the table for you to enter another alias.

  4. Click OK to save the information and close the Maintenance — Alias Type page.