Addresses
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Address tab
The document provides an overview of the Address tab found in the Contact, Client, and Supplier sections. It highlights the organized layout where the left side displays various types of addresses, which can be expanded or minimized, while the right side lists associated contact details, including telephone numbers, email addresses, and websites. An accompanying image illustrates the Address tab's interface.
CCH Central
Primary and Non-Primary Addresses
This document outlines the classification of addresses into primary and non-primary types used by a practice for mailing purposes. The primary address is designated by the system administrator and is reflected in the client's contact details. Various address types include Main, Home, Billing, Business, and Registered. Each type can only be assigned once per client, necessitating distinct identifiers for multiple addresses. When billing clients, alternative addresses can be selected for invoices. Address types are managed by system administrators in a specified maintenance area.
CCH Central
Adding a new address for a contact or client
This document details the process for adding a new address to a contact or client within a specific software application. Key steps include accessing the address tab, entering address details, and deciding whether to link the new address to the contact or client. Users can choose between Card View and a list format to view addresses. The process concludes by saving the new address and exiting the contact or client page, ensuring that the new information is stored properly.
CCH Central
Editing contact or client address details
This document provides a step-by-step guide on how to edit addresses, phone numbers, and other contact details in the Addresses tab of a Contact or Client page. Users are instructed to access the relevant page, select the details to edit, and input new information. It includes instructions for modifying email addresses and searching for existing addresses. Changes made are synchronized across all linked contacts and clients. The process concludes with saving the modifications to ensure updates are reflected.
CCH Central
Linking an existing address to a contact or client
This document outlines the steps to link an existing address to a contact or client in a system. It includes instructions on accessing the Contact or Client page, using the Address tab to search for and select the relevant address, choosing an address type, and confirming the linking process. Finally, it details saving the changes made. The process emphasizes user interaction with the interface, including navigation through tabs and confirming selections.
CCH Central
Comment on Phone and Other Details
The document provides instructions for adding comments to phone numbers, email addresses, and websites within the Phone and Other Details section of the Addresses tab in client, contact, and supplier screens. Users can input comments by navigating to the relevant section and filling in the Comment field. These comments are also visible in the Preview Panel when searching for clients, contacts, or suppliers.
CCH Central
Deleting an address link from a contact or client record
This document outlines two methods for deleting an address in a contact or client management system. The first method allows users to unlink an address from a contact or client, retaining the address in the database for future reference. The second method involves permanently deleting the address from the database, removing all associated links. Detailed steps for both processes are provided, including navigating the Contact or Client page and confirming deletion actions.
CCH Central
Deleting a contact or client address
This document outlines the steps to delete an address from a database, offering two deletion options: unlinking the address from contacts while retaining it in the database, or completely removing it. It provides a detailed, step-by-step guide for the deletion process, including how to find the address, search for it, and confirm its deletion. Additionally, it notes the importance of checking for any existing links to clients or contacts prior to deletion to avoid accidental data loss.
CCH Central
Set up a new Address Type
The document outlines the process for setting up Address Types within a client management system, which categorizes various addresses like business, home, billing, and statement addresses. It provides a step-by-step guide for system administrators to define these types, including saving the information in the system. A key note emphasizes that only one checkbox can be selected per address category, ensuring there is a single Primary, Billing, Statement, or Registered Office address, while allowing one Address Type to serve different functions.
CCH Central
Editing an Address Type
This document provides instructions on how to edit address types for contacts and clients within a system. Users are guided to navigate to the Address Type window through the main menu. It explains how to select an address type, edit its description, and modify its designation as Primary, Billing, Statement, or Registered Office address. A key point emphasized is that only one designation can be selected in each category, although the same address type can have multiple designations across different categories.
CCH Central
Stage 3 of 6 - Choose the address type and team responsability
This document provides instructions for selecting address types and team responsibilities during the mail merge process, specifically at Stage 3 of 6. Users can choose multiple address types, which prioritize the addresses based on the order selected. It explains how to handle address selection when both main and business addresses are available for a contact. Additionally, users can select team responsibilities linked to employee records for the merge, with prioritization on the selected team member. The document concludes by advising users to make their selections and proceed by clicking "Next."
CCH Central
Addresses tab
The document provides guidelines on managing addresses and contact details within the Addresses tab of the Contact or Client Page. It explains how to add, edit, and search for addresses, view linked contacts, and maintain address information. Features include the ability to unlink or delete addresses, link new addresses to contacts, and store additional details. The document notes that system administrators must set up address and phone types before access. Moreover, live links for emails and websites can be created for easy access.