Group documents on the Document Manager

Document Name Description
Group Detail Provides a detailed listing of all group information for each group in client group name, number, partner, manager, type (e.g., active, inactive, prospect), or year end order.
This includes credit information entered on the Billing Info tab in the Groups dialog.
Group Summaries Provides a summary listing of group information for each group in client group name, number, partner, manager, type or year end order.
Group Monitor Provides a summary listing of group information in client group name, number, partner, manager, type or year end order. Use this document to:
  • View or modify group information quickly;
  • Change the group number.
Group Electronic Lists Provides an electronic list of all groups in client group name, number, partner, manager, type, or year end order.
Group Contacts

 
Group contacts - detail Provides a summary listing of all group contact information in group number order.
Group contacts - summary Provides a detailed listing of all group contact information in contact number order.

Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.

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:

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

CaseWare Support

NORTH AMERICA

Email: support@caseware.com

Phone: 416-867-9504

GLOBAL

Find your local distributor

Copyright ©2017 CaseWare International Inc

| Visit us: www.caseware.com | Share your feedback with Google Moderator |


Follow us     



Legal