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CCH Software User Documentation

Associate

The terms associate, associated or association means the link between clients and contacts in the database. When these relationships are identified, employees can see where there are relationships between contacts or clients and easily move from one client to another within related groups.

The type of relationships known as an Association Types are set up by the system administrator. Each association has two sides allowing the relationship to be identified from both sides. Examples of some association types are:

Relationship

Opposite Relationship

Has Director …

Is Director of …

Husband of …

Wife of …

 

 

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