Activities

The Activities menu provides access to five main areas: 

1. Client operations: Manage clients; Nominal ledger and Investment ledger
2. ToDo system and Diary management (now superceded by the Central database).
3. Global operations: allowing multiple clients to be worked on at once. 
4. Common/Shared data: the underlying static data tables used in CCH Trust Accounts.
5. System Management: User management; Passwords; database parameters;layouts and user defined data.