CCH Central: Mail Merge Training

This training will provide you with the knowledge and skills to be able to maintain the Mail Merge templates and run the Mail Merge Wizard.

After completing this training you will be able to maintain templates and run Mail Merge Wizard.

Course Duration: This single session will last up to 3 hours.

Delegates understand how to setup the templates location and how to bring new templates to its location
Delegates understand the importance of keeping Central database updated
Delegates can use and maintain lists and advance search
Delegates can create letters and email templates
Delegates understand and run the Mail Merge Wizard using the various options available
Delegates can publish messages to CCH OneClick via Mail Merge Wizard

Session 1
General configuration, setup location of templates How to bring new templates to its location Considering clients, contacts and employees' information in Central database Addresses, emails, associations and extra fields Bulk update on fields and extra fields Using Find Clients and Find Contacts screen and the field chooser Using advanced search and lists	Saving searches Running a Mail Merge for emails (Word and HTML) and letters Running a Mail Merge for OneClick (if this licence has been acquired) How to create and maintain letters and email templates Questions and answers Recap

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central.

CCH Central users who are responsible for

running the mail merge routine for the Practice, where letters, emails and messages to CCH OneClick can be generated to send out to various recipients in a single process.
creating template letters and emails combining fields of CCH Central database in order to generate letters or send out emails and messages
(with the possibility of attaching files) to various recipients using the CCH Mail Merge Wizard.

Database Adminstrators

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