Associations
Every person or entity that the practice has contact with should have a record created for them in the database. The database is made up of contacts and clients.
Last update: CCH Central
Associated tab
The document outlines the functionality of the Associated tab in a Contact or Client page, which allows users to manage relationships between contacts or clients within a database. It describes how to add associations either with existing or new contacts and highlights the two-way relationship created by these links. Users can view and filter associations through the Relationship panel, enabling focused searches within a potentially extensive list of connections, such as identifying employees linked to a client.
CCH Central
Adding an association with an existing contact or client
The document provides instructions on adding associations between contacts or clients in CCH Central. Users can link existing contacts or add new ones through the Associated tab by following a series of steps, including selecting relationship types and entering search criteria. Additionally, it offers an e-Learning video guide for further assistance with creating associations. Users are encouraged to access more training resources through the portal, and support contact information is provided for those needing assistance.
CCH Central
Adding an association with a new contact or client
This document outlines the process of adding associations to contacts or clients in the CCH Central system. Users can link either new or existing contacts. Key steps include accessing the contact page, using the Associated tab, and selecting the type of relationship. It also mentions selecting details like start and end dates, identifying information, and specific roles in the servicing process. Additionally, an e-Learning video is provided for visual guidance, and further resources are available for users seeking more support.
CCH Central
Deleting an association from a contact or client
The document outlines the process for managing associations between contacts and clients in a database, specifically focusing on how to delete an association. It provides step-by-step instructions for locating the relevant contact or client, accessing the associated tab, selecting the relationship to delete, and confirming the action. Additionally, it notes that if a relationship is the only one linked to an associate, both will be removed from the list, while multiple relationships require individual deletions.
CCH Central
Set up an Association Type
The document outlines the process of setting up Association Types in a management system, which help link clients and contacts to clarify their relationships. It details how to define relationships with an "Association" and its corresponding "Opposite Association," providing examples like "Has Director" and "Is Director of." A series of steps is outlined for creating, editing, or deleting these relationships within the system. Additionally, it mentions options for categorizing associations as personal data and as primary contacts, along with instructions for saving changes.
CCH Central
Deleting Association Types (CCH Central)
This document provides a step-by-step guide on deleting Association Types within a system. It details the process through the main menu navigation, highlighting the selection method, and confirming deletion. Key notes emphasize that only system administrators hold the authority to delete Association Types, and that those currently in use cannot be deleted, as this will trigger an error message.