Main Menu

Options on the Main Menu

Click:

• File to create new contact, client and employee records, open previous records opened, logoff or exit the application.
• Favourites to organise and run the reports that you have designated as favourites in CCH Smart Reports or Reporting.
• Tasks to provide you with one-click navigation to different features.
• Other applications will appear to access other applications which are licensed.
• Windows to establish all currently open pages, or bring a page to the front, or close them all.
• Billing and Bookkeeping will appear to access those areas for Practice Management licenses only.
• Support to access the Online Help and Support Centre area: Knowledge base, Log call, User Voice and e-Learning.