Address/Phone/Website/Email address
Last update:CCH Central
Working with Contacts and Clients
The document outlines the importance of creating a record for every individual or entity that interacts with a practice in a centralized database, categorized into contacts and clients. It includes various functions related to managing these records, such as adding, editing, and deleting contacts and clients, updating addresses, and maintaining associations. Additionally, it describes responsibilities related to client work, the Bulk Update Wizard for mass changes, and task management for practice activities. The overarching aim is to streamline interactions and maintain accurate records within the practice's database.
CCH Central
Adding a team for a contact or client
This document provides a step-by-step guide for recording a team for a client using CCH Central. It outlines how to access the client’s contact page, assign team responsibilities, and apply team security features to ensure client anonymity. Users are instructed to search for employees, departments, offices, and companies and allocate responsibilities accordingly. Additionally, there are notes on amending responsibilities and details on the implications of team security settings, which restrict access to selected team members only.
CCH Central
Client Teams - Disabled Timesheets and Employee Records
The document outlines updates related to the ability to view and manage disabled timesheets and employee records in a client management system. It highlights the introduction of "Disable Timesheet" and "Disable Login" checkboxes when assigning employees to clients, allowing users to include or exclude disabled employees in searches. The new features enhance the functionality within the Employee record management, facilitating improved handling of employee permissions and records.
CCH Central
Assignments tab
The document outlines the functionalities of the Assignments tab, which allows users to manage client assignments, including adding, creating, and maintaining them. It details the display of assignments, including open and closed statuses, as well as associated jobs and schedules. Users can access a preview panel for selected assignments and utilize a task bar for various functions like generating prebilling reports and posting unposted WIP entries. Additionally, the document explains the right-click pop-up menu for customizing displayed columns and includes information on report generation by different criteria.
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
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
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
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
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
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
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
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
Contact window
The document provides an overview of the Contact window, which features multiple tabs for organized information management. These include the Main, Addresses, Extra, Associated, and Responsibility tabs. It details the functionalities available, such as converting a contact to a client or deleting contacts through the Task Bar options. The data within these tabs is primarily generated via the Add New Contact Wizard. The document includes links for further reference on each tab and related processes.
CCH Central
Deleting a contact or client
The document provides a step-by-step guide on how to delete a contact or client from a database. It outlines the process of finding the desired contact or client, selecting the delete option on their page, and confirming the deletion. Additionally, it notes that if future work with the client is anticipated, it may be better to close the client record instead of deleting it, as this option is available on the client page.
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
Entering custom field and category information (Extra fields)
This document outlines the use of custom categories and fields for organizing information related to contacts, clients, suppliers, and employees within a system. It details the process for entering and managing this extra information via an "Extra" tab, which includes options for sorting and grouping data. Mandatory fields are highlighted, and instructions for adding values to custom fields and categories are provided. Users are encouraged to request the creation of new custom elements through their system administrator if needed.
CCH Central
Merge Contact records
This document details the process of merging duplicate contact records within the Central database. It outlines the reasons for potential duplicates, the rules governing merges (only two contacts at a time, and restrictions on merging client records), and specifics on which fields of information can be merged. Additionally, it describes the merge contacts process, including selecting records, confirming merges, and the final outcome. It emphasizes user permissions related to merging contacts and provides important notes regarding data handling, such as retaining master contact information and the treatment of draft contacts.
CCH Central
Importing Contacts and Clients
The document provides guidance on using the CCH Import Contact Utility for importing client and contact data from an Excel spreadsheet into CCH Central. It outlines the process, including downloading the necessary spreadsheet, mapping fields, and managing data imports. Key features include handling mandatory fields, editing records within the Import Wizard, and managing associated contacts and extra fields. It also addresses common errors that may arise during importation, emphasizing the importance of correct field mapping. After successful imports, new records will be searchable within CCH Central, though duplicates may occur.
CCH Central
Export the Client or Contact Personal Data
This document provides detailed instructions for generating client or contact personal data files in both PDF and XML formats, focusing on the GDPR compliance process. It outlines steps such as selecting the main tab, using the generate functions, and handling output file locations based on the type of data generated. Warnings are provided regarding necessary settings within the software, and the document emphasizes the importance of templates and document management settings. It also describes the folder structure for saving generated files and notes specific scenarios impacting available options.
CCH Central
Responsibility tab
The document outlines the functionality of the Responsibility tab in the Contact and Client pages, which is used to manage information regarding team members assigned to client work. Users can define roles such as Client Manager or Junior Accountant, which are maintained by a system administrator. The document details the process for adding team members, specifying responsibilities, and managing partner allocations, including start and end dates. Additional fields allow for department, office, and company assignments, as well as client-specific notes. Overall, it serves as a guide for setting up responsibilities for client management.
CCH Central
Save lists
This document outlines the process of saving a static search in a system as a List, particularly for client data within a specified date range. It details steps including accessing the Lists icon, saving the search with a title and description, and retrieving the List later. Important notes indicate that saved searches do not update with new records added to the system, and that lists cannot be edited once created. Visual aids accompany the instructions to enhance clarity.
CCH Central
Save Advanced Search
This document explains how to save advanced searches in a contact or client management system. Users can save searches to avoid repeated setups by accessing the Advanced icon and selecting 'Save'. It details the steps to title the search, add a description, and set privacy levels. The saved searches can be reopened easily, and any new records matching the criteria will automatically appear in the results. This functionality streamlines the process of filtering contacts or clients based on specific criteria.
CCH Central
Documents tab
The Documents tab is a feature for managing documents linked to contacts and clients, facilitating better document organization and access within a practice. Users can create or link various file types, including Word, Excel, PDFs, and multimedia files. It allows easy addition, linking, and deletion of documents without storing copies of original files. The tab also enables users to create new documents based on templates or link to existing files and folders on the system, streamlining document management while highlighting the need for separate backup procedures.
CCH Central
Finding and opening a second contact record
This document outlines the procedure for finding and opening a second record while a first record is active. Users can initiate the search by holding the Shift key and clicking the Search or Client Search link. It details how to input search criteria, adjust settings for record display preferences, and how the search functionality works, including options to search for any part of the name. Finally, it explains how to access the selected record, maintaining the same display tab as the first record.