CCH Central
CCH Central provides all the functionality of a contact system, plus additional productivity tools to manage the client relationship and other vital practice data, for example, employee and reporting information. These features are designed to help manage client and contact information, organise CRM tasks, and manage practice resources. It also provides a platform for other CCH applications which extend functionality to carry out full practice management, accounts production or tax processes.
- Getting Started
- This section describes common window elements and tasks in CCH Central.
- 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.
- Employees
- The employees are the users of CCH, through their records they can post timesheet, bill and access the CCH modules they are authorised to.
- Maintenance
- The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.
- Maintenance: User Defined
- The options under File > Maintenance > User Defined allows the system administrator to create extra fields, reports categories and setup other master configuration to tailor CCH to the practice's requirements.
- Reports
- Reporting is an invaluable tool when it comes to evaluating the performance of the practice.
- General Data Protection Regulation (GDPR) in CCH Central
- The General Data Protection Regulation sets a new standard in the protection and control of personal data. To have more control over client data while ensuring the transparency of operations, CCH Central provides a set of simple features that can help organizations meet GDPR requirements.
- Support Centre
- Located within Support > Support Centre, it provides Central users with quick access to key support functionality without having to access the Support Website separately.
- Glossary
- Address Types
- Aliases
- Associate
- Auto button on the Create New wizard
- Business Type
- Centre
- Job Modes
- Client
- Company
- Contact
- Custom Categories
- Custom Fields
- Department
- Documents
- Employee Category
- Extras
- Glossary
- Hide form when only one item found
- Include inactive employees
- Mailing Name
- Offices
- Opposite Association
- Rich Text Spell Checker
- Replication
- Salutation
- Search any part of name/code
- Security Group
- Team Security
- Toolbox
- Unspecified
- Assignment
- Mandatory fields
- Search Type Options