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How To

Installation

CCH iFirm Contact Management System
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Configuration

    Installation

    CCH_iFirm_Contact_Management_System_CMS_9Z9B.png

    From here, Client Notes can be imported from a .csv. Once imported as per template structure, they will appear in the Client Record-Notes area.

    CCH_iFirm_Contact_Management_System_CMS_9Z9C.png

    Users; Here a list of active and inactive users can be viewed. 

    CCH_iFirm_Contact_Management_System_CMS_9Z9D.png

    Individual users can be selected on to view and manage their profile.

    CCH_iFirm_Contact_Management_System_CMS_9Z9E.png
    CCH_iFirm_Contact_Management_System_CMS_9Z9F.png

    NOTE : The settings area is an area for your CCH iFirm administrator to view and get familiar with the area only. No changes should be made through here. Any changes needed to be made to your practice CCH iFirm settings remain to be done through Organisation Management. See screenshot below.

    CCH_iFirm_Contact_Management_System_CMS_9Z9G.png

     

    CCH_iFirm_Contact_Management_System_CMS_9Z9H.png

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