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CCH Software User Documentation

Setting up Association Types

Association Types are used to create links between clients and contacts so that employees know where there are relationships between contacts or clients. For example, a company could be associated with its director, or a husband with his wife. This allows employees to easily move from one client to another when they are working with related groups. Association Types are added, deleted or edited by the system administrator.

Set up an Association Type

Each Association Type is defined by entering the relationship and the opposite relationship. This allows the relationship to be defined from both sides. Examples of Association Types are:

Association

Opposite Association

Has Director…

Is Director of…

Husband of…

Wife of…

CCH Central comes with a number of default Association Types.

  1. On the main menu, click File > Maintenance > Internal > Association Types.

  2. On the Association Types window, in the blank row at the top, enter the Association.  Refer to the examples above.

  3. Enter the Opposite Association.

  4. To select the Default Business Type for the Association click the cell and select the type from the drop down list.

  5. To apply the Default Business Type to the Association, select the Default Enabled check box.

  6. If the Association should be marked as Personal Data check this box.

  7. If you want to show the percentage owned for the Association, check this box.

  8. If the Association is the Primary Contact, check this box.

 9. To modify an Association or Opposite Association, edit the text directly.

10. When you have finished making changes, click Buttom OK.PNG to save the information and close the window.

Central - Maintenance - Internal - Association Types.PNG

 

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