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CCH Software User Documentation

Partner

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How to set up a Partner with CCH Practice Management

Set up a Partner

  1. On the main menu, click Maintenance > Internal > Partner.
  2. In the Partners window, click in the blank Employee field.
  3. A drop down List button arrow and Ellipsis  clipboard_e47be50e35cc439965d78f03e9ec8de9d.png button appears.
  4. Click the drop down arrow to select a partner or find the employee (partner) using the browse button.
  5. Press [Enter]. The name appears in the list.
  6. To add additional partners, repeat steps 2 to 4.
  7. When you have finished, click OK to save the changes and close the Partners window.

Deleting a Partner

  1. On the main menu, click Maintenance > Internal > Partner.
  2. In the Partners window, select the tow of the partner you want to delete.

    Note: You cannot delete partners who are being used by the system. If you try to delete a partner who is associated with clients, suppliers or employees, an error message is displayed.

  3. Press the [Delete] key and then click Yes when prompted to confirm the delete action.
  4. The partner is deleted.
  5. Click OK to save the changes and close the Partners window.

 

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