Client Supplier
Last update:CCH Central
Setting up Alias/Aliases Types
The document outlines the procedure for recording aliases associated with contacts or clients in a database to ensure comprehensive records. It details the steps for defining and entering alias types in the system, which can be selected when adding aliases in the Contact or Client Page. The instructions can be accessed via the main menu under Maintenance and include entering descriptions for alias types, creating new entries, and saving changes.
CCH Central
Setting up Business Types
This document outlines the process of setting up and managing business types in CCH Central for contacts and clients. Users can classify contacts by specific business types, which serves as a filter during searches. A default business type of 'Other' is assigned to new contacts, and various predefined business types include Auditor, Bank, and Solicitor. Additionally, permissions restrict editing of records linked to these types. Instructions for adding or modifying business types are provided, along with guidance on managing display options and permissions.