startFirm Settings - Application Integration
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Firm Settings - Application Integration

CCH iFirm Contact Management System
Last update: Reading time 1 minutes
Configuration

    Settings

    Settings can be accessed from the left panel.

    CCH_iFirm_Contact_Management_System_CMS_9Z5.png

    Settings can be viewed, for eg. Firm Details.

    CCH_iFirm_Contact_Management_System_CMS_9Z6.png

    Firm Settings > Application integration

    Here access to applications can be granted or revoked. The user can set down details for same.

    CCH_iFirm_Contact_Management_System_CMS_9Z8.png

    Other areas include Contact Settings as per below;

    CCH_iFirm_Contact_Management_System_CMS_9Z9.png

    Clicking in to Note Categories, we see that these can be edited, added to or deactivated.

    CCH_iFirm_Contact_Management_System_CMS_9Z9A.png

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