Working with Contacts and Clients
Every person or entity that the practice comes into contact with should have a record created for them in the database. The database is made up of contacts and clients, all of whom have some sort of interaction with the practice.
- Contacts and Clients
- Every person or entity that the practice comes into contact with should have a record created for them in the database. The database is made up of contacts and clients, all of whom have some sort of interaction with the practice.
- Adding a new Contact in CCH Central/CCH OneClick
- Adding a new Client
- Changing a client name or code
- Changing a Client Type
- Changing a contact into a client
- Client window
- Contact window
- Deleting a contact or client
- Finding a contact or client record
- Merge Contact records
- Approving Draft Contacts
- Entering custom field and category information (Extra fields)
- Add or delete a photo in CCH Central?
- Client Teams - Disabled Timesheets and Employee Records
- Draft Clients - Include all Assignment Templates
- Finding and opening a second contact record
- Mail Merge - Ability to add multiple attachments to emails
- Working with Tabs
- Find out the details of the tabs shown under a contact or a client record.
- Addresses
- Addresses are stored in a central area. When a new contact or client is created, their address is added into the database, then link the new contact or client to it. Adding addresses in this way means that it is easy for addresses to be shared throughout the database and you do not have repeat entries for related contacts. Also, when an address is changed it is updated for all linked contacts in one go.
- Associations
- You add a relationship or association to your contact or client in the Associated tab.
- Adding an Assignment
- When the client page opens for the first time, you are prompted to add an assignment. On the Add Assignment window click Yes to open the Add Assignment wizard. The Client name is displayed on the wizard.
- Responsibility
- The Responsibility tab is where you create and maintain information about the people and areas within your practice that are responsible for the contact or client's work. This is also where you record the team of people who will perform various functions for the client, as well as the partner responsibility and structure responsibility that have been allocated to a particular client. These responsibilities are attached to clients for reporting purposes.
- Tasks
- A task is an activity or the basic step that each employee does when carrying out work for the practice.