Adding an association with a new contact or client

You add a relationship or association to your contact or client in the Associated tab. You create a link from the contact or client to another existing contact or client, or create a new one to define a relationship to. You can add an association to a contact or client in one of two ways: link a new contact or client link an existing contact or client

Add an association with a new contact or client

1. Open the Contact or Client page for the contact or client that you want to add an association.
2. Click the Associated tab to display linked associations.
3. In the ribbon, click Add New Contact.
4. On the Associate New Contact panel select the Relationship type that applies to the Contact or Client.
5. If known, select the Start Date of the relationship and the End Date.
6. If the new association is an organisation, select the Organisation from the Contact Type dropdown. Some fields disappear while others are replaced.
7. Enter the identifying information about the association into the fields as shown.
8. If known, select the Partner, Department, Office and Company who will service the contact or client.
9. Click OK. The Associated tab opens displaying the relationship and details.

Digital Learning

Click here to undertake a short online course that covers how to create associations in CCH Central.

For more e-Learning videos click here.  Please note that you will need to log in with your e-Learning user name and password.  If you would like access to these resources, please contact CCH Software Support.