Topic results Associations

CCH Trust Accounts
Linking associations to clients
This document provides instructions on managing associations within the CCH Central client screen, specifically through the Associated tab. It details the process for linking Settlor, Beneficiary, and Trustee associations, as well as other contacts, using the Associate feature. Users can select inverted relationships and search for contacts to finalize associations. Additionally, it emphasizes the importance of using start and end dates for associations and addresses, advising against deletion and recommending the entry of an end date for obsolete records.
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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.
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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.
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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.
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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.
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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.
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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.
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CCH Practice Management
How to remove an association from a supplier record
The document outlines the process for managing associations within a supplier database, specifically focusing on removing links with contacts. It provides a step-by-step guide, starting from accessing the suppliers' section to searching for a supplier, navigating to the "Associated" tab, and ultimately deleting a specific relationship. A key note emphasizes that if an associate has multiple relationships, only the selected one is removed unless all are deleted individually, which is required to eliminate the associate completely from the list.
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CCH Practice Management
How to add an association to a new contact or client
The document provides a step-by-step guide on how to create associations between suppliers and contacts in a database using the "Associated" tab in the Suppliers window. Users can search for existing suppliers, create new contact relationships, and enter details for these associations. The process includes selecting a relationship type, filling in contact information, and indicates that newly created contacts can later be converted into clients or suppliers. It emphasizes the systematic procedure to manage supplier-contact relationships effectively.
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CCH Practice Management
How to add an association to an existing contact or client
The document provides instructions on using the Associated tab in the Suppliers window to manage relationships between suppliers and contacts in a database. It details how to add associations to existing contacts or clients through a step-by-step process, including searching for suppliers and contacts, selecting relationships, and confirming additions. Additionally, it mentions that new contacts can be created and added to the system, offering further options for converting them into clients or suppliers.
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CCH Practice Management
Association Types
This document outlines the concept and management of Association Types, which are used to define relationships between clients and contacts within a system. It provides examples and specifies how to create, modify, and delete these associations, emphasizing that only system administrators can perform deletions. The document includes a step-by-step guide for setting up and removing Association Types, enhancing employees' understanding of related groups for better client management.
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CCH Accounts Production
Associations for Accounts Production
The document outlines the process of creating and managing associations in CCH Central, a tool for linking clients with contacts (like auditors or banks). It provides step-by-step instructions for adding associations, including selecting the correct inverted relationships and optionally setting start and end dates. Additionally, it explains how to unlink associations if they are made in error, clarifying that this action makes the association unavailable for the specific client but does not delete the association data from the system.
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