startCCH Central: Consultancy
How To

CCH Central: Consultancy

CCH Central
Last update: Reading time 3 minutes
ConsultancyCourse Outlines
    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
    • Customer Onboarding Glossary - Our terminology explained for customers

    Related documents

    CCH Central Suite Update Guide (Latest Offline Version)
    The document outlines the process for using the Central Suite Installer Offline (CSI Offline) for customers with specific IT requirements that prevent internet updates. It provides detailed instructions for installing updates to the Central Suite, including necessary prerequisites, folder structure, and the installation steps. Key points include ensuring Microsoft SQL Server is supported, confirming .NET Framework requirements, and the importance of backups before starting the update. The document also highlights the need for administrator rights, handling database upgrades, and checking for office plugin updates, particularly for users of CCH Document Management.
    CCH Central Suite 2026.3 Update Guide
    This guide explains how to update an existing install of the CCH Central Suite to the latest version 2026.3 (including Service Packs and Hotfixes) using the Central Suite Installer (CSI).
    CCH Central 2026.3 Release Notes
    CCH Central 2026.3 Release Notes
    Central Suite Installer (CSI) instructions
    The document announces the update of the Central Suite Installer (CSI) for the CCH Central Suite, now compatible with the latest releases and service packs and hotfixes of various CCH applications. Key points include prerequisites for installation, compatibility information, and the necessity for proper backup before proceeding with the update. It highlights specific requirements for Microsoft components, and it warns users of CCH Accounts Production regarding regional settings for date format. Support options are mentioned for users seeking assistance during the update process. Release notes are accessible for detailed information on the updates.
    CCH Central 2026.210 Service Pack
    CCH Central 2026.210 Service Pack