CCH Packs: Central Implementation Consultancy

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The purpose of the implementation meeting is to discuss the structure of the practice and complete the configuration of the CCH Database. Your consultant will work with you to add the practice's details, its employees, its official credentials and proceed with the import of clients and contacts from the spreadsheet populated by you. This is an online interactive course designed to run for one session up to 3 hours each.

Overview

This course covers basic Central navigation, creating and updating clients and contacts information, producing clients and contacts mail merge (letters and emails) and creating and editing a basic Smart Report.

Key Objectives

To ensure that:

Delegates are able to create and update clients and contacts information
Delegates are able to associate clients and contacts and maintaining addresses
Delegates are able to run a mail merge and to create and edit a basic Smart Report

Who should attend

Everybody who will be using CCH

Course Contents

Session One

Session Two

Completion of any outstanding main configuration
Central navigation, tabs, screen, grids and home pages
Using Find Clients and Find Contacts screen and the field chooser
How to update clients and contacts information
How to associate clients and contacts and maintain addresses
Show where to add a password to access CCH Central
Bulk update on fields and extra fields
Questions and answers
Recap

Questions arising from session one
Using the advanced search and lists
Saving searches
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
Recap

Pre-requisites

The SP Central implementation consultancy should have been taken place prior to this training.

Note: This is a online interactive course designed to run for two sessions up to 3 hours each.

Central Implementation Consultancy

Click here to read about our CCH Central Consultancy services

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