Overview

Understanding CCH Central maintenance areas ensures users in the practice can update and maintain structural levels of the software to ensure practice standardisation. 

Prerequisites

  • CCH Central: essentials 

  • CCH Central: enhanced 

  • Knowledge of the decisions made during the implementation of CCH 

Objectives

This course is aimed at individuals in a practice who will perform CCH Software administration tasks and will have CCH SuperUser permissions. This course will focus on understanding the maintenance area to preserve and update the CCH Central elements for the entire practice. 

Course duration

3 hours

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

  • Business types 

  • Reasons 

  • Extra Fields 

  • Homepage management 

  • Address, phone, and email types 

  • Association types 

  • Responsibility types 

  • Assignment templates and types 

  • Mailing settings 

Who is this course designed for?

Decision makers with super user access 

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