startEditing a Client
How To

Editing a Client

CCH Trust Accounts
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CCH Accounts Production FormatterClient Management
    After linking CCH Trust Accounts to CCH Central, there are some differences visible in 'Edit Client'.

    Linking a client to CCH Central

    If a client is not linked to CCH Central then a Link button is available in Edit Client.  If clicked then a warning appears that some existing client details will be overwritten from CCH Central.  CCH Central’s client list appears and the user selects the client in CCH Central to link to.  Once selected, some fields in the client are updated from CCH Central and can no longer be edited in CCH Trust Accounts.  Fields that are not available in CCH Central can still be edited in CCH Trust Accounts.

    The fields that are updated from CCH Central are:

    Tab Fields linked to CCH Central
    Name tab
    Address tab
    Mailing tab    		 Code, Surname, Forenames, Title and Suffix
    Address, Tel and Fax
    Email address and mobile number

    Unlinking a client from CCH Central

    Once a client is linked, the Link button changes to an Unlink button.  If the Unlink button is clicked the client is unlinked and all the fields on the client become available for editing again. If the CCH Trust Accounts client has accounting periods in CCH Central then they are deleted when the client is unlinked.

    Related documents

    Linking to clients in CCH Central
    This document provides instructions on how to link and unlink clients from CCH Central in the CCH Trust Accounts system. To link a client, the user must select the client, click "Edit," then "Link," and choose the appropriate client from Central. Once linked, certain fields become non-editable in Trust Accounts. To unlink a client, the user clicks the "Unlink" button, which restores editability but deletes any accounting periods in Central. Key fields updated from Central include client name, address, and contact details.
    Database Parameters
    Various features in Trust Accounts are optional. To set up many of these, from the Activities menu select System Management, and then Database Parameters.
    Data Parameters
    Various features in Trust Accounts are optional. To set up many of these, from the Activities menu select System Management, and then Database Parameters.
    Database Parameters
    Database Parameters
    Passwords
    Passwords