Your CCD system comes with the latest copy of the Providers data base.
Only the main company name is added to the central data base, contact details are left blank so that each company can add their own preferred contacts. Adding contact details to your providers here will enable letters to auto populate with provider contact details as required.
A provider can be added to a list of most commonly used (favourite) providers, any “favourites” list is company-wide and not per user.
To add a provider to the favourites list, select the favourite check box on the right hand side of the screen (as indicated for Fidelity, above).