Using the Maintenance area
Last update:CCH Central
Maintenance
The document provides an overview of the Maintenance menu within CCH Central, detailing its various functions for configuration and system maintenance tailored to practice needs. Key sections include managing addresses, contact information, assignments, client/supplier setups, document settings, employee management, internal organization, task codes, and security settings. Each section is linked for deeper navigation, empowering users to customize the software effectively for their operational requirements.
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Deleting a Responsibility Type
This document provides a step-by-step guide on how to delete a Responsibility Type within a system. It details the process through the main menu, selecting the desired type, confirming the deletion, and saving changes. An important note highlights that a Responsibility Type that is currently in use cannot be deleted, as attempting to do so will result in an error message.
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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.
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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.
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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.
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Phone Numbers, Website and Email Addresses
The document outlines the process for setting up contact details, including phone numbers, email addresses, and websites in a management system. It provides step-by-step instructions on navigating to the appropriate menu to input and edit descriptions for various contact types, designate primary numbers and emails, and save changes. It emphasizes that only one primary designation per category can be selected, although the same description can be used across different categories.
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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.
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Search facility
The document describes a facility that enables users to search for options within the main menu File, specifically in the maintenance area. Users can access the search feature by clicking on File and then Search, where they can type in keywords to locate relevant submenus. An example illustrates this functionality, demonstrating how searching for "address" reveals multiple related submenus, allowing users to navigate efficiently to their desired options.
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Maintenance area sub menus
This document provides instructions for accessing and utilizing the Maintenance area within a system, specifically through the "File > Maintenance" menu. It details how to navigate submenus and select icons related to Address/Phone configurations. A search facility is highlighted for easy access to options, dynamically updating as users type. The document emphasizes that access to the Maintenance area is contingent upon user security group assignments. Visual aids are included to enhance understanding of the interface.