Overview

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Contact names (both personal and organisational) can be changed using the Contact page.

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Find and open the contact. See Finding and opening clients and contacts.
Click Edit contact detail on the Tasks bar. The Amend Contact Name window opens.
Overtype the current information.
Click OK to save the changes.

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Clients and contacts

Finding and opening clients and contacts

Using the Client page

Using the Contact page

Changing client names and codes

Closing a client

Deleting a client (Not available in AO New Zealand)

Changing clients into contacts (Not available in AO New Zealand)

Changing contacts to suppliers

Viewing all clients and contacts in a family group

Changing contacts’ names

Deleting a contact (Not available in AO New Zealand)

Aliases

Notes on the Main tab

Phone and other details

Page tree

Versions Compared

Old Version 4

New Version Current

Key

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics