Topic results Extra Fields

CCH Workflow
Check Extra Field
The "Check Extra Field" activity allows users to verify the values of category extra fields set on a client. For example, it can check if the 'Delivery Option' field is set to 'Portal'. Users can configure step properties, including naming the check, selecting the extra field type and applicable value, and defining next steps. It is important to note that only category extra fields assigned to clients are available, and those allowing multiple values are excluded from this activity.
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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
Extra Field Groups
This document provides instructions on creating and managing Extra Field Groups for organizing additional information, such as payroll details, and establishing security levels for visibility. Users can create new groups, modify their names, and set up access restrictions. The document includes a step-by-step guide for setting up and deleting Extra Field Groups, emphasizing the importance of ensuring no conflicts exist when attempting deletions. Users are advised on navigating the software menus and ensuring changes are saved properly.
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CCH Central
Extra Field Security
The document outlines the procedure for managing Extra Field Security within a system, allowing administrators to restrict or hide extra field groups for specific security groups. Step-by-step instructions guide users through accessing the Extra Field Security settings, selecting security groups, and modifying visibility options for extra field groups. It details which areas are affected by hidden fields and notes that extra fields from the "NONE" group remain visible to all security groups. Key implications for users associated with different security groups and their access to extra fields are also highlighted.
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CCH Central
Extra Fields and Categories
This document outlines the functionality and management of Extra Fields within a software system, allowing users to record additional, non-standardized data related to contacts, clients, suppliers, employees, and assignments. It details how Extra Fields can be set up, categorized, and displayed in various windows. The guide explains the importance of these fields for sorting, filtering, and reporting purposes. It also covers how to make fields inactive or delete them, along with the security measures to control visibility of Extra Fields for different user groups. Overall, it serves as a comprehensive manual for utilizing Extra Fields effectively.
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CCH Practice Management
Custom Categories
This document outlines the process for setting up and deleting custom categories within a system. Custom categories allow users to define specific attributes, such as whether a client receives a newsletter, with pre-defined values like 'Yes' and 'No.' Instructions are provided for creating categories, making them mandatory, entering values, and saving changes. Additionally, the document describes how to delete specific values or entire categories, including confirmation prompts for deletions. Overall, it serves as a user manual for managing custom categories in the system.
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CCH Practice Management
Bulk Bill Extra Fields
The document introduces a new Bulk Billing Extra Fields wizard for practices to simplify client billing. To access it, certain conditions must be met, including configuring a specific key value and user permissions. The process involves selecting clients, choosing billing details, validating entries, and generating bills. It also includes steps for bulk printing or emailing invoices post-creation. Users can customize billing options based on client settings and specific assignment templates. The wizard aims to streamline and improve the efficiency of bulk billing in practice management.
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