How To
Find Contacts/Clients screen, CCH iFirm Icon
CCH iFirm Contact Management System
CCH Central Find Contacts/Clients screen, CCH iFirm Icon
In CCH Central, at the Find Contacts or Clients screen- note there is now a column showing whether the record is linked to CCH iFirm (you will see the CCH iFirm icon against the record) this icon will show when a client/contact has been uploaded to iFirm.
The CCH iFirm ID colum can also be displayed-this is the unique CCH iFirm identifier
If these columns are not showing, right click anywhere in the display and select Field Chooser
When the field chooser box opens, highlight the CCH iFirm logo/icon and drag and drop over to show as a column. You may also choose to do the same for the CCH iFirm ID column
Related documents
Linking to CCH iFirm
Linking to CCH iFirm
Linking to CCH iFirm: Option 1- Client/contact information synchronised through a CCH iFirm product
CCH iFirm Contact Managment - Linking to CCH iFirm: Option 1- Client/contact information synchronised through a CCH iFirm product
Installation
Installation
Address Mapping in CCH iFirm
Address Mapping in CCH iFirm
Data Security - Contact Security
Data Security > Contact Security