Activities
The Activities menu provides access to five main areas:
- Client operations: Manage clients; Nominal ledger and Investment ledger
- ToDo system and Diary management (now superceded by the Central database).
- Global operations: allowing multiple clients to be worked on at once.
- Common/Shared data: the underlying static data tables used in CCH Trust Accounts.
- System Management: User management; Passwords; database parameters;layouts and user defined data.