CCH iFirm Contact Management - walk through

CCH iFirm Contact Management- walk through

From the left panel you can select the Contacts dropdown to see a choice of options

Selecting Clients to show the list of CCH iFirm clients. You can use the Search to find a specific client. 

 Note- Selecting All Contacts will show a listing of both Clients and Contacts uploaded to CCH iFirm

Other will show just Contacts

If you click on a particular client or contact, that record opens

You can select one of the various tabs, Summary, Relationships, Dynamic Fields, Notes & Reminders

NOTE: Information here is in Read-only format. To make any changes to the record, you would do so back in CCH Central, and the edit will get sync'd to CCH iFirm automatically 

If for example another association is to be added or an existing association needs to be edited, you would do so in the normal way back in CCH Central and this change will then sync across to CCH iFirm;

CCH iFirm Polling Settings 

This option allows firms to set the interval for checking for any changes made within CCH Central and pushing the relevant changes up to CCH iFirm.  

This polling setting is done through File> Maintenance> Service Setting> CCH iFirm Console

It is defaulted to polling interval of 1 minute, but this can be changed by your practice CCH iFirm administrator