Accessing the maintenance area

Under the main menu click File > Maintenance which is where you find the sub menus to configure and maintain the system to best fit how your practice works.

Central - Maintenance area.PNG

Under the Maintenance area,many sub menus appear; there are few icons (tiles) under each respective submenu heading.

  • To view the icons of a submenu, select the sub menu (on the example above Address/Phone) and then select the icon which appears on the right, Address Type or Phone number and Email address.

  • Due to extensiveness of the Maintenance area the Search To locate an option under File, use the Search box. Even as you type the search criteria, the window dynamically updates to display icons that match your criteria. You can enter part or all of the word. You do not need to click a button or press the [Enter] key.

  • Click in any of the options, for example, Address Type, and its tab will be opened on the content area of CCH Central screen as below:

Central - Maintenance - Address type screen tab.PNG

Note

The access to the Maintenance area is dependent on the security group the user is allocated to.

Related documents

CCH Central Suite Update Guide (Latest Offline Version)
The document outlines the process for using the Central Suite Installer Offline (CSI Offline) for customers with specific IT requirements that prevent internet updates. It provides detailed instructions for installing updates to the Central Suite, including necessary prerequisites, folder structure, and the installation steps. Key points include ensuring Microsoft SQL Server is supported, confirming .NET Framework requirements, and the importance of backups before starting the update. The document also highlights the need for administrator rights, handling database upgrades, and checking for office plugin updates, particularly for users of CCH Document Management.
CCH Central Suite 2026.3 Update Guide
This guide explains how to update an existing install of the CCH Central Suite to the latest version 2026.3 (including Service Packs and Hotfixes) using the Central Suite Installer (CSI).
CCH Central 2026.3 Release Notes
CCH Central 2026.3 Release Notes
Central Suite Installer (CSI) instructions
The document announces the update of the Central Suite Installer (CSI) for the CCH Central Suite, now compatible with the latest releases and service packs and hotfixes of various CCH applications. Key points include prerequisites for installation, compatibility information, and the necessity for proper backup before proceeding with the update. It highlights specific requirements for Microsoft components, and it warns users of CCH Accounts Production regarding regional settings for date format. Support options are mentioned for users seeking assistance during the update process. Release notes are accessible for detailed information on the updates.
CCH Central 2026.210 Service Pack
CCH Central 2026.210 Service Pack