Other areas - Reports and Contact Settings

Other areas within CCH iFirm Contact Management- Reports and Contact Settings

Reports

Reports can be accessed from the left panel

There are standard template reports which can be generated here.

To add a report to your Favourites you can select on the star, this will then be added to the Favourites tab.

Click on one of the template reports to open and use the drop down fields to tailor the report output.

To generate the report click Generate CSV.

Once the Export File is ready, click on the .csv file to download it. The download pop-up will appear to open the file.

As you get licensed for more CCH iFirm products, more tabs in Reports area will appear with corresponding relevant report templates.

Note- Reports are still best run in CCH Central for now.

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.

Firm Settings > Application integration

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

Other areas include Contact Settings as per below;

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

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.