Working with Tabs
CCH Central provides all the functionality of a contact system plus additional tools for practice management. It also provides a platform for other CCH applications which extends their functionality.
Last update: CCH Central
Main Menu
The document outlines the features of the Main Menu in an application, which is consistently displayed at the top of pages. Key options include "File" for managing records, "Favourites" for organizing reports, "Tasks" for quick navigation, "Other applications" for accessing licensed tools, "Windows" for managing open pages, "Billing and Bookkeeping" for practice management features, and "Support" for accessing help resources. An image of the Main Menu is also included for reference.
CCH Central
Main tab
The Main tab provides essential contact details for clients, including editable fields such as aliases, notes, creation dates, and personal information like birthdates. It includes options to copy addresses and manage demographic data through fields specific to individuals. Important date fields, such as “Became Client” and “Year End,” are also featured, along with tax-related information like tax type, registration number, and tax reference. Primary address and phone details are managed separately in the Addresses tab.
CCH Central
Useful Shortcuts
The document provides a list of useful keyboard shortcuts applicable across system modules. It details keystrokes such as clicking on column headings for sorting, using [Ctrl] with clicks and keys for various functions like copying, pasting, and navigating data entry lines. Key shortcuts also include [Ctrl + Enter] to finalize entries and [Home] and [End] for moving to the beginning or end of a line. These shortcuts aim to enhance efficiency in data management and navigation within the system.
CCH Central
Using Tabs
The document outlines the tabbed interface of the CCH Central software, detailing how information is organized in tabs for various records like contacts, clients, assignments, suppliers, and employees. Key features include right-click options for tab management such as closing, detaching, and reordering tabs, along with customization options for displayed tabs and styles (scrolling or multi-line). The Tab Chooser functionality is highlighted, which allows users to select and arrange tabs, requiring specific permissions for access.
CCH Central
Responsibility tab
The document outlines the functionality of the Responsibility tab in the Contact and Client pages, which is used to manage information regarding team members assigned to client work. Users can define roles such as Client Manager or Junior Accountant, which are maintained by a system administrator. The document details the process for adding team members, specifying responsibilities, and managing partner allocations, including start and end dates. Additional fields allow for department, office, and company assignments, as well as client-specific notes. Overall, it serves as a guide for setting up responsibilities for client management.
CCH Central
Adding a team for a contact or client
This document provides a step-by-step guide for recording a team for a client using CCH Central. It outlines how to access the client’s contact page, assign team responsibilities, and apply team security features to ensure client anonymity. Users are instructed to search for employees, departments, offices, and companies and allocate responsibilities accordingly. Additionally, there are notes on amending responsibilities and details on the implications of team security settings, which restrict access to selected team members only.
CCH Central
Address tab
The document provides an overview of the Address tab found in the Contact, Client, and Supplier sections. It highlights the organized layout where the left side displays various types of addresses, which can be expanded or minimized, while the right side lists associated contact details, including telephone numbers, email addresses, and websites. An accompanying image illustrates the Address tab's interface.
CCH Central
Adding a partner for a contact or client
This document provides a step-by-step guide on how to add responsibilities to a contact or client record within a system. Users are instructed to navigate to the Contact or Client page, access the Responsibilities tab, and select the partner responsible by defining a start and end date. It emphasizes that a client can have only one partner assigned at a time, and proper date entries must be made to manage transitions between partners.
CCH Central
Deleting a Responsibility Type
This document provides a step-by-step guide on how to delete a Responsibility Type within a system. It details the process through the main menu, selecting the desired type, confirming the deletion, and saving changes. An important note highlights that a Responsibility Type that is currently in use cannot be deleted, as attempting to do so will result in an error message.
CCH Central
Setting up Responsibility Types
This document outlines the procedure for setting up job responsibilities within a practice's management system. It details how to access, modify, and create responsibility types, including assigning levels of seniority and allowing multiple selections for team members. The steps include navigating through the maintenance menu, entering descriptions, setting seniority levels, and configuring options for team member assignments. Additionally, there is a reference to the CCH Working Papers Management module for further configuration. Users are instructed to save changes upon completion.
CCH Central
Phone Numbers, Website and Email Addresses
The document outlines the process for setting up contact details, including phone numbers, email addresses, and websites in a management system. It provides step-by-step instructions on navigating to the appropriate menu to input and edit descriptions for various contact types, designate primary numbers and emails, and save changes. It emphasizes that only one primary designation per category can be selected, although the same description can be used across different categories.
CCH Central
Extra tab
The document outlines the functionalities of the "Extra" tab, which allows users to manage additional custom information associated with Contacts or Clients. Users can create, edit, or delete entries using predefined fields set up by the system administrator. The key fields include mandatory indicators, type designations (custom fields or categories), names, values, and data types (e.g., text, date, number). The interface allows users to group and sort the information for better organization.
CCH Central
To Do tab
The document outlines the features of the "To Do" tab, where users can view and update tasks associated with a chosen Contact or Client. Users can filter tasks by status (Not Started, Planned, In Progress, Complete) and due dates. It also provides options to create new tasks through a menu defined by system administrators, including activities like appointments, emails, and phone calls. Additionally, tasks can be accessed and created directly from the "Find" page.
CCH Central
Documents tab
The Documents tab is a feature for managing documents linked to contacts and clients, facilitating better document organization and access within a practice. Users can create or link various file types, including Word, Excel, PDFs, and multimedia files. It allows easy addition, linking, and deletion of documents without storing copies of original files. The tab also enables users to create new documents based on templates or link to existing files and folders on the system, streamlining document management while highlighting the need for separate backup procedures.
CCH Central
Editing contact or client address details
This document provides a step-by-step guide on how to edit addresses, phone numbers, and other contact details in the Addresses tab of a Contact or Client page. Users are instructed to access the relevant page, select the details to edit, and input new information. It includes instructions for modifying email addresses and searching for existing addresses. Changes made are synchronized across all linked contacts and clients. The process concludes with saving the modifications to ensure updates are reflected.
CCH Central
Linking an existing address to a contact or client
This document outlines the steps to link an existing address to a contact or client in a system. It includes instructions on accessing the Contact or Client page, using the Address tab to search for and select the relevant address, choosing an address type, and confirming the linking process. Finally, it details saving the changes made. The process emphasizes user interaction with the interface, including navigation through tabs and confirming selections.
CCH Central
Deleting an association from a contact or client
The document outlines the process for managing associations between contacts and clients in a database, specifically focusing on how to delete an association. It provides step-by-step instructions for locating the relevant contact or client, accessing the associated tab, selecting the relationship to delete, and confirming the action. Additionally, it notes that if a relationship is the only one linked to an associate, both will be removed from the list, while multiple relationships require individual deletions.
CCH Central
Maintenance
The document provides an overview of the Maintenance menu within CCH Central, detailing its various functions for configuration and system maintenance tailored to practice needs. Key sections include managing addresses, contact information, assignments, client/supplier setups, document settings, employee management, internal organization, task codes, and security settings. Each section is linked for deeper navigation, empowering users to customize the software effectively for their operational requirements.