Setting up Association Types

Last modified 07:46, 24 Apr 2017

Overview

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

  7. When you have finished making changes, click File:dirname/central/070_Maintenance/080_Internal/010_Association+Types/010_How+to+set+up+Association+Types/bttn_ok.gif to save the information and close the window.

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