Topic results Addresses

CCH Trust Accounts
Linking addresses to clients and contacts
The document provides a detailed guide on managing addresses in CCH Trust Accounts using CCH Central. It outlines steps for adding, editing, or linking addresses for both trusts and their contacts (such as solicitors or bankers). Users can toggle between grid and card views to input address information, set primary addresses, and manage address types. It also explains how to link existing addresses as new types, ensuring proper maintenance of client and contact records for effective trust management.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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CCH Central
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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CCH Central
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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CCH Central
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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CCH Accounts Production
Linking Addresses to Accounts
This document outlines the process for creating, linking, and managing address records within a Central system, specifically for use in CCH Accounts Production. It details steps to access the Addresses tab, search for existing addresses, link them as Business or Registered Office types, and add new addresses if necessary. Important notes emphasize that deleting an address removes it from Central entirely and that each address must have start and end dates to determine its relevance for accounting periods, ensuring historical accuracy.
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CCH Practice Management
The Addresses tab
The document outlines the functionalities of the "Addresses" tab for managing supplier contact information within a system. It details how to store various addresses (primary and non-primary), phone numbers, emails, and additional details for suppliers. Users can link existing addresses, create new ones, and manage them through the Address Maintenance window. It specifies the roles of system administrators in creating address types and highlights features like address copying and deletion. Overall, it emphasizes the streamlined approach to maintain and reuse supplier addresses, enhancing organizational efficiency.
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CCH Practice Management
Setting up Phone Numbers, Website and Email Addresses
This document outlines the procedure for setting up phone numbers, a website, and an email address within a system. It details the steps to access the Phone number and Email address window, add descriptions, and select primary contacts for various numbers. It emphasizes that only one checkbox can be selected per category (e.g., Primary Tel, Primary Fax) and explains that multiple descriptions can share primary status. The document concludes with a note on entering various contact numbers on contact details pages.
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CCH Practice Management
Setting up a new Address Type
This document provides step-by-step instructions for setting up a new Address Type within a software application. Key actions include selecting the appropriate menu options to access the Address Type window, entering a description for the new address type, designating it as Primary, Billing, or Statement address (noting that only one checkbox can be selected per category), and saving changes by clicking 'OK'. The document highlights that multiple categories can share the same address type, but only one can be selected per column.
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CCH Practice Management
How to unlink a supplier address
This document provides step-by-step instructions on how to unlink a supplier address in a management system. It details the process from accessing the Supplier button to confirming the unlinking action. Key steps include searching for the supplier, selecting the address type, and using the unlink button to remove the link. It also notes that unlinking does not delete the address from the database, allowing for future linking. Additionally, related topics and links to further resources on supplier and address management are included.
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CCH Practice Management
How to edit supplier address details
This document provides instructions for editing address links and addresses associated with suppliers within a specific system. Users can access the Address Maintenance window from any Supplier page but must navigate to a supplier's page to link an address to that supplier. It outlines two methods for editing: modifying the link to a different address or altering the address itself. The document emphasizes that any changes will affect all related contacts and provides a detailed step-by-step guide for each editing method, including search procedures and cautionary notes regarding address use.
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CCH Practice Management
How to add address details for a supplier
This document provides instructions on how to add and link addresses to a supplier's profile in the CCH Practice Management system. Users can either create a new address or link an existing address to a supplier. It outlines the steps for searching and selecting suppliers, managing address types, and the necessary conditions for linking addresses. Additionally, it includes guidance for system administrators regarding address type creation and emphasizes that an address type can only be used once per supplier. Related topics and resources are also provided for further reference.
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CCH Practice Management
Edit an Address Type
This document provides a guide on how to edit address types for contacts and clients, ensuring accurate allocation for primary, billing, or statement addresses. It outlines the steps to navigate the software, select the address type to edit, modify its description, manage checkbox selections, and save changes. A note emphasizes that only one address type can be designated as primary, billing, or statement at a time, though one address can function in multiple roles. Additionally, related links for setting up and managing address types are included.
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CCH Practice Management
Address Maintenance
The document outlines the functionalities of the Address Maintenance window used for creating, amending, and managing addresses linked to contacts or clients. It describes how to enter new addresses, search for existing ones, link them, and delete addresses as needed. The window supports multiple address types, ensuring centralization to avoid duplicate entries. Each contact or client can have unique primary and non-primary addresses, and addressing a client’s billing requirements is facilitated through an easy selection process. System administrators can manage address types and ensure proper linking within the database.
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CCH Central
Addresses tab
The document provides guidelines on managing addresses and contact details within the Addresses tab of the Contact or Client Page. It explains how to add, edit, and search for addresses, view linked contacts, and maintain address information. Features include the ability to unlink or delete addresses, link new addresses to contacts, and store additional details. The document notes that system administrators must set up address and phone types before access. Moreover, live links for emails and websites can be created for easy access.
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CCH Central
Stage 3 of 6 - Choose the address type and team responsability
This document provides instructions for selecting address types and team responsibilities during the mail merge process, specifically at Stage 3 of 6. Users can choose multiple address types, which prioritize the addresses based on the order selected. It explains how to handle address selection when both main and business addresses are available for a contact. Additionally, users can select team responsibilities linked to employee records for the merge, with prioritization on the selected team member. The document concludes by advising users to make their selections and proceed by clicking "Next."
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