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CCH Software User Documentation

Toolbar

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The Toolbar can be displayed at the top (under task bar) or at the bottom of the content area.

Toolbar items

  • Home 
  • Contacts 
  • Clients
  • Assignments
  • Employees
  • Reporting
  • Smart Reports

Note: Depending on the licenses and plug-ins you have installed you may see additional options on the Toolbar, such as:

Suppliers, Campaigns, Scan and/or Documents
 

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