View module-specific information
If you are using other CCH iFirm modules, you will see additional module-specific tabs on the Contact Details page.
- View jobs (if you have Jobs & Billing)
- View WIP and Billing information (if you have Jobs & Billing)
- View and add resource allocations, automatic fees and chargeout rates (if you have Jobs & Billing)
Tip: You can also use the Current Position panel on the summary tab to get an overview of the client in regards to the other modules.