startPartner
How To

Partner

CCH Practice Management
Last update: Reading time 1 minutes
PartnersMaintenance
    How to set up a Partner with CCH Practice Management

    Set up a Partner

    1. On the main menu, click Maintenance > Internal > Partner.
    2. In the Partners window, click in the blank Employee field.
    3. A drop down List button arrow and Ellipsis  clipboard_e47be50e35cc439965d78f03e9ec8de9d.png button appears.
    4. Click the drop down arrow to select a partner or find the employee (partner) using the browse button.
    5. Press [Enter]. The name appears in the list.
    6. To add additional partners, repeat steps 2 to 4.
    7. When you have finished, click OK to save the changes and close the Partners window.

    Deleting a Partner

    1. On the main menu, click Maintenance > Internal > Partner.
    2. In the Partners window, select the tow of the partner you want to delete.

      Note: You cannot delete partners who are being used by the system. If you try to delete a partner who is associated with clients, suppliers or employees, an error message is displayed.

    3. Press the [Delete] key and then click Yes when prompted to confirm the delete action.
    4. The partner is deleted.
    5. Click OK to save the changes and close the Partners window.

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