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Get up and running with CCH Central as quickly and efficiently as possible.
Last update: CCH Central
Content Area
The document describes the content area of a user interface, which prominently features the personalized Home Page upon login. It notes that opened pages are displayed as tabs at the top of the window, allowing users to navigate between them easily. The Home Page is always positioned as the first tab on the left.
CCH Central
Find tab
The document describes the functionality of the Find tab within a software toolbar for managing records such as Contacts, Clients, Suppliers, Assignments, and Employees. It outlines how to access and use the Find tab, including searching, sorting, grouping results, and utilizing various search options. The document explains specific features like the ability to hide forms for single results, conduct partial searches, and access right-click options for field management. Additionally, it introduces the Task Bar that provides further options while using the Find tab.
CCH Central
Home Page
The document serves as a guide for using the Home Page of CCH Central, outlining its key components: the Main Menu, Toolbar, Task Bar, and Content Area. Users can customize their Home Page for quick access to tailored information, manage open pages through tabs, and copy graphs to external applications like Microsoft Excel or Word. Instructions for navigating, customizing views, and utilizing the Toolbox for arranging windows are provided, emphasizing that available features depend on user access permissions set by the system administrator.
CCH Central
Find Client - Additional fields within Field Chooser
The document announces new features added to the Find Clients window, allowing users to view additional fields: Date of Birth, UTR, NI Number, and Year End. These fields are now available in the Field Chooser for customization alongside other column headers in the Find Clients grid.
CCH Central
CCH Central: Training for new customers
This course offers comprehensive training on the setup and maintenance of CCH Central's key components, enabling users to effectively manage their database according to specific business needs. It targets new users, particularly Database Administrators and decision-makers, covering database configuration, client and employee information maintenance, mail merges, and basic report generation. The training consists of two interactive sessions lasting up to three hours each. Prerequisites include adherence to training guidelines and access to CCH Central. Additional resources include eLearning courses, bitesize videos, and webinars for further learning.