startCCH Central: enhanced training online (10133812)
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CCH Central: enhanced training online (10133812)

CCH Central
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    Overview

    This course builds on the CCH Central: essentials training for the Contact, Client and Employee areas, and maintaining these by users whose role includes amending Client standing data. Including: creating Clients and Contacts, Mail merges, and configuring Smart Reports. 

    Prerequisites

    CCH Central: essentials training

    Objectives

    To understand how extended permissions in CCH Central and how to add and maintain client standing data.

    Course duration

    2 hours 30 minutes

    Cloudshare: This course will be delivered using an interactive hosted training environment called CloudShare.
    CloudShare provides a standardised virtual training environment for each attendee, enabling hands on interaction during the training session. You will receive a comprehensive set of instructions and recommendations prior to the training.

    Course contents

    • Configuring homepages
    • Client and contact management
    • Maintaining addresses
    • Client assignments & Jobs
    • Maintaining related contacts (Associations)
    • Bulk update tool
    • Managing employee records
    • Mail merge
    • Managing Smart reports.  

    Who is this course designed for?

    • Individuals within a firm who are responsible for core Client and Contact administration. It is ideal for those with extended permissions to update details in the firm’s contact management software, as well as users who want to deepen their understanding of Client and Contact processes. 

    Useful Resources

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