Product Guides
Here you’ll find product guides to assist in using CCH Central.
Last update: Contacts and Clients
Everyone the practice interacts with should have a record as a contact or client in the database.
Employees
The employees are the users of CCH, through their login, if they are authorised, they can post timesheet, bills and access other modules of the system.
Assignments
When the client page opens for the first time, you are prompted to add an assignment. On the Add Assignment window click YES to open the Add Assignment wizard.
Job Management
Job Management is a deadline management tool that allows users to track the progress of jobs using specified milestones. To use Job Management correctly, jobs must be added to client assignments.
Milestones
A Milestone is a series of related tasks grouped around a type of assignment.
System Administration
Configure the system to suit your practice. Administrators can add fields, report categories, and master settings.
CCH Scan Plugin
A plugin that processes scanned documents into CCH Document Management and can also act as an interface for a connected scanner.
GDPR
Provides a set of simple features that can help organisations meet GDPR requirements.
Licensing and PIN Management
Overview of Licensing.
CCH Backup and Restore Utility
The tools to create and maintain maintenance plans for their CCH Central and Document Database.
CCH CRM
To Do tab: Edit all tasks for the selected Contact or Client, with full details available.