Contacts and Clients
Get up and running with Contacts and Clients within CCH Central.
Last update: Working with Contacts and Clients
Centralises documents and emails, automatically filing them to the correct contact through CCH Central.
Addresses
Navigate and learn about the tool bar, task bar and other useful functions to enable you to start using CCH Central.
Associations
Every person or entity that the practice has contact with should have a record created for them in the database. The database is made up of contacts and clients.
Assignments
Add new employees and learn how to work with them in CCH Central.
Responsibility
CCH Central provides all the functionality of a contact system plus additional tools for practice management.
Merge with MS Outlook
Navigate and learn about the tool bar, task bar and other useful functions to enable you to start using CCH Central.
Bulk Update Wizard
A tool for bulk updating of contacts and clients.
Tasks
Add new employees and learn how to work with them in CCH Central.