How To
Firm Settings - Dashboard Content
CCH iFirm Contact Management System
Settings
Settings can be accessed from the left panel.
Settings can be viewed, for eg. Firm Details.
Firm Settings > Dashboard Content
Here you can add or edit content on the Dashboard screen. For example the display of the widgets can be changed. An RSS feed can be added. Hyperlinks can be added. An example would be adding the firm logo to the dashboard display.
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