Skip to main content

Practice Manager Contact - Updating an individual's address information when linked as an officeholder or shareholder in HandiRegister in Practice Manager Contact

Updated over 3 weeks ago

When updating client address details, the message will occur if the client is linked to HandiRegister.
​
It is not mandatory to click Yes to the message. It is up to the user if they select Yes or No to this message.
​
If they select No, the updates that were made to the individual in Practice Manager Contact will not transfer to HandiRegister. If you find later, that the individual in HandiRegister requires these details to be updated, you will need to manually update them.
​
This pop-up option can be turned off through HandiRegister.

  1. Log in to HandiRegister.

  2. Go to Options, Clients, then tick Prompt user to update HandiRegister when updating a clients address.

  3. Then click OK.

Did this answer your question?