Topic results Client Management

CCH Corporation Tax
Client Management
This document provides guidance on client management within CCH Corporation Tax. It covers essential tasks such as creating new clients, accessing existing client files, and using homepage controls for easier navigation. Additionally, it discusses options for importing, exporting, and managing client records off-site. The sections include detailed instructions on topics like creating and editing homepage controls, as well as exporting and restoring data for travelling clients.
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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.
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CCH Practice Management
Using the New Client Wizard
This document provides guidance on the New Client Wizard feature within CCH Central, including a link for more information. It notes that in CCH Practice Management, an additional tab, "Step 7 - Defaults," appears during client creation, allowing users to input crucial details like credit terms and account status. These entries can later be accessed via the Defaults tab within the client record.
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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.
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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.
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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.
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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 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
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.
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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
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.
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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.
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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.
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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.
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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.
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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.
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CCH Central
Finding a contact or client record
The document outlines functionalities for searching and managing contact and client records within a system. It describes how to access the "Find Contacts" and "Find Clients" tabs, perform searches using specific criteria, and manipulate search results through grouping and sorting. Additionally, it details right-click menu options including the ability to show/hide a preview panel, copy information, and manage favorites. Users can edit contact details directly from the search screen, optimizing the process of accessing and managing client information.
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CCH Central
Differences between Contacts and Clients
This document outlines the distinctions between "Contacts" and "Clients" within a practice management context. Contacts are individuals or companies not actively engaged in work but retained for potential future interaction; they lack a client code. In contrast, Clients are those for whom work is performed and possess a client code, enabling assignment tracking and billing. Clients are categorized into chargeable or internal types. The document also provides guidance on accessing and managing information for both contacts and clients through respective pages in a software system.
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CCH Central
Setting up automated Client Codes (Auto Button)
This document outlines how to set up two types of algorithms for automatically generating client codes: one based on client details and the other using the next code number in sequence. The sequence algorithm takes precedence and requires specific settings in the Client Creation Settings. The document details steps for configuring both algorithms, including selecting characters for the client code and specifying the next number in sequence for automatic incrementing. It notes the limitation regarding padding with zeros for client codes.
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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
To Do tab
The document outlines the features of the "To Do" tab, where users can view and update tasks associated with a chosen Contact or Client. Users can filter tasks by status (Not Started, Planned, In Progress, Complete) and due dates. It also provides options to create new tasks through a menu defined by system administrators, including activities like appointments, emails, and phone calls. Additionally, tasks can be accessed and created directly from the "Find" page.
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CCH Central
Extra tab
The document outlines the functionalities of the "Extra" tab, which allows users to manage additional custom information associated with Contacts or Clients. Users can create, edit, or delete entries using predefined fields set up by the system administrator. The key fields include mandatory indicators, type designations (custom fields or categories), names, values, and data types (e.g., text, date, number). The interface allows users to group and sort the information for better organization.
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