Contacts

Use this command to designate to which contacts this client or group is associated by dragging and dropping them into the Selected Contacts list. Once assigned, if you make a mistake, you can drag the incorrect contact back to the All Contacts list to "unassign" it.

All Contacts

Lists all contacts in the company file that are not currently associated with this client or group. Select those that you want to assign and then click the $images\rightarrow_assign_shg.gif$ button.

Tips

To assign multiple contacts in one action, click the first account in the range, press SHIFT, and click the last account in the range. Then use the button or drag them to the Selected Contacts window.
To select contacts out of sequence, hold down the CTRL key.
To change the order of the contacts, click the Number or Name headings.

Selected Contacts

Lists all contacts assigned to this client or group. To "unassign" a contact, select the name and click the $images\leftarrow_assign_shg.gif$ button or drag the contact back to the All Contacts window.

Select All

Use this button to select all contacts quickly. If you are assigning most of the firm's contacts to this client or group, click this button and then deselect the few who are not to be assigned before clicking $images\rightarrow_assign_shg.gif$ .

Deselect All

To clear your selection of contacts for assignment, click the Deselect All button.

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Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:

Your Client Number.
The product version number, found by clicking the Help menu and selecting About.
The type of computer hardware you are using.
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The exact wording of any messages that appear on your screen.
A description of what happened and what you were doing when the problem occurred.
A description of how you tried to solve the problem.

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