CCH Central: Consultancy

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Our consultant will assist you to review the existing configuration and provide discussions around the impact on the Practice's procedures and how to maximize the use of CCH Central for your firm's benefit.

Overview

During the course, the consultant will assist you to review the existing configuration and provide discussions around the impact on the Practice's procedures and how to maximize the use of CCH Central for the firm's benefit.

After the consultancy is completed you will be able to continue with the system maintenance and configuration changes of the CCH Central database
The course also includes a best practice session which is designed for the end-users who are not involved with the maintenance of the CCH Central database.

Course Duration: This course consists of two sessions. Each session will last up to 3 hours.

Key objectives

Delegates can setup and make changes to the configuration of the Central database
Delegates can maintain employees and understand how to setup Security Groups and Permissions
Delegates can maintain clients, team security and archiving
Delegates can setup homepages and updating client's data
Delegates can use basic Smart Reports
Delegates can run mail merge

Course contents

Session One

Session Two

Review general configuration (company, offices, departments)
Review employee setup and security groups
Employee's password and CCH Support credentials
Review client setup, contact details and extra fields (including GDPR)
Using Find Clients and Find Contacts screen and the field chooser
Bulk update on fields and extra fields
Using the advanced search and lists
Saving searches
Review homepages
Questions and answers

Running a Mail Merge for emails and letters
Running a Mail Merge for OneClick (if this licence has been acquired)
How to maintain templates
Understanding how Smart Reports screen works
Creating and editing basic Smart Reports
Questions and answers

CCH Central Best Practice

Central navigation, tabs, screen, grids and home pages
Creation and maintenance of clients and contacts
Updating clients and contacts information
Associating clients and contacts and maintain addresses
Questions and answers

Pre-requisites

Attendees should adhere to the Training session Guidelines.
All attendees should have access to the CCH Central database.

Who is this course designed for?

Existing CCH Central users who are responsible for the configuration and setting and maintaining of the CCH Central database.
Database Administrator
CCH Superusers
Other key decision makers

Note: This consultancy is on CCH Central data and not CCH Practice Management data. For specific CCH Practice Management consultancy please contact your Account Manager.

Useful Resources

eLearning courses - online courses that provide you with an overview and insight into our software
Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
Webinars - sessions for you to attend and learn from