CCH CRM
The To Do tab is where you can view and amend all the tasks or activities that have been planned or carried out for the selected Contact or Client. From here you can click a task in the list to display the details in the Task Details page, from where you can view or amend the information.
Last update: CCH CRM
CCH CRM - Known Issues
The document outlines known issues with CCH CRM as of October 27, 2025, including problems such as a greyed-out 'Sign in' button, persistent credential prompts, and inability to export data to Excel. Workarounds are provided for some issues, such as clicking into the user ID field to enable the Sign-In button and using a browser for data exports. It also encourages joining the CCH Central 'Group' on the Support Portal for updates on these issues.