startUpdate dynamic fields
How To

Update dynamic fields

CCH iFirm Job Management
Last update: Reading time 2 minutes
Job Management

    Security role required:  Jobs - View, Add and Edit Jobs

    As you complete sections of work for a job, you need to update the relevant dynamic fields for that job. Some Yes/No dynamic fields may have e-mail alerts enabled so that an e-mail is sent to a team member when the field is updated.

    Tip: Inform the relevant staff members so they know to expect e-mail alerts and how to respond to them. To learn how to activate e-mail notifications, refer to the Add Dynamic Fields for Jobs topic.

    If you cannot edit a dynamic field, then contact your admin user and request access to edit the dynamic field. The admin user has to edit the dynamic field, or edit the user's security profile.

    1. Click Jobs & Billing > Jobs.
    2. Click a row to open the required Job Details page.
    3. Update the dynamic fields as required on the Dynamic Fields section of the Summary tab.
    4. Click Save.
    CCH_iFirm_Practice_Management_Update_Dynamic_Fields_1.png

    When someone changes a dynamic field on the Job Details page, an arrow 

    ​ icon displays beside the field to indicate that a change has occurred. You can expand the arrow icons to see who made the change and when. 

    The colour of the icon indicates how old the change is:

    • Green icon - the change is less than a week old.
    • Blue icon  - the change is between a week and a month old.
    • Orange icon - the change is between one and three months old.
    • Grey icon - the change is over three months old.

    Related documents

    Add jobs in bulk
    You can bulk-create any type of job and use the range of filters to select which clients the jobs will be created for. You can narrow the list of bulk-created jobs to specific fields, for example client type, or any dynamic fields you created in Contacts.
    Import WIP
    To import your WIP records into CCH iFirm, you need to prepare a .csv file using the template provided in CCH iFirm. If you have several jobs on the go for a client, you can import the total WIP as a lump sum in one .csv file, and then use the WIP transfer feature in CCH iFirm to create the individual jobs. Alternatively, you can import the individual jobs but this requires multiple .csv files.
    Jobs - Total WIP by Partner
    Jobs - Total WIP by Partner
    Transfer WIP within a job
    You can access the WIP Transfer feature from the Job Details page, Work in Progress Centre or the Work In Progress Client Breakdown Report. There are three methods of WIP transfer to choose from.
    Jobs - WIP Control
    The widget displays the same data as the WIP Control Report. The data is for the month. The period for the data works like the default period for the report, with the previous month showing until the 6th day of the month, but from there on it is the current month.