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Accountants Enterprise only

You must have the appropriate security permissions to edit any assignment details.

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titleTo edit the details of an assignment
  1. Click the hyperlink on the Client page > Assignments tab. The Assignment Details page opens for the relevant assignment.
  2. Edit the assignment details as required.
  3. Click OK.
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Using the Client and Contact pages

Assignments

Schedules

Preview panel

Assignment tasks

Field Chooser options

Adding an assignment to a client

Deleting job details