CCH Central: Training for new customers

Overview

This course provides training in setup and maintenance of the key components of CCH Central. The training includes the configuration and management of your database, in line with your business requirements. After completing this training you will be able to continue with the system maintenance and configuration changes of the database. The delegates include Database Administrator, Decision Makers and end-users. This practical interactive course is designed to be onsite or online running over two sessions.

Course Duration: This coures consists of two sessions. Each session will last up to 3 hours.

Key objectives

Delegates can setup and maintain the database
Delegates can maintain client, contact and employee information
Delegates can run a mail merge
Delegates can use basic Smart Reports

Course contents

Session One

Session Two

General configuration, creating employee allocating them to security groups
Central navigation, tabs, screen, grids and home pages
Using Find Clients and Find Contacts screen and the field chooser
How to create clients and contacts
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
Show how to add the CCH Support credentials
How to use CCH Support
Questions and answers
Recap

Questions arising from session one
Bulk update on fields and extra fields
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

Attendees should adhere to the Training session Guidelines.

Attendees should have access to the CCH Central database.

Who is this course designed for?

New users of CCH Central responsible for;

the configuration and settings of the CCH Central database.
mainitaning the CCH Central database, e.g. add / maintain clients / contacts / employees
running mail merges with CCH Central
creating and running smart reports from CCH Central

Note: This course is training on CCH Central data and not CCH Practice Management data. For specific CCH Practice Management training and 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