Log in to MyCCOF and go to ‘Company Data List.’ The ‘Company Data List’ will show all operations that you are currently a contact for. To access the information for a specific account, click on the name or the person symbol in the contact type column (pictured below).
You will be brought to the home screen for the operation selected and will have access to all information connected to that specific operation.
- From the ‘Company Data List’ you can choose which company record will automatically open when you sign into your MyCCOF account, by clicking the box ‘Default client.’
- To change the ‘Default client’ simply check the box for another operation in your ‘Company Data List.’ This can be changed at any time.