Accessing Contact Management using the URL ukie.cchifirm.com

Once contacts have been pushed up from Central, access to Contact Management can be done through the URL ukie.cchifirm.com

This will bring you straight to the Homepage and this display is what you will see

Note that dashboard tiles in the centre panel will vary depending on licensing and user display preferences

From the left panel you can select Contacts> All contacts or Clients- You are now in Contact Management

On the top right of the dashboard we have Help options. Any Open Support Cases can be viewed here by selecting the tab Open Cases

Also, on the top right of the dashboard there is a Notifications area. Selecting this will show any notifications relevant to the user

On the right side, there is a Toggle Sidebar option- Clicking on this shows Quick links- here you can quickly and easily access Contacts, Clients, Reports by selecting on the relevant option.

The centre panel shows the Dashboard. This can be customised per user. Select Customise dashboard

Tiles can be added to show on the Home Dashboard by selecting on them and then Save. The items here are dependent on your firm's CCH iFirm licensing and your access rights to these.

There is also an Account area which can be selected to view User Profile details or to Log out