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CCH Software User Documentation


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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 ToDo system and Diary management (now superceded by the Central database).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.  


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