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Practice Manager Contact - How to add or edit Offices

Updated over 3 weeks ago

To edit the Office List available in the Client Details ID section;
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​Practice Manager Contact:

  1. Go to View, Offices.

  2. To add a new office, click New.

  3. To edit an existing office highlight the record and click Edit.

  4. Save.


​HandiTax:

  1. Go to Client, Offices.

  2. To add a new office, click New.

  3. To edit an existing office, highlight the record and press Edit.

  4. Save.

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