Training Services
Training Services for CCH Central
Last update: CCH Central
CCH Central: enhanced training online (10133812)
This document outlines a training course on CCH Central, focusing on client and contact management for users with permissions to modify client data. Prerequisites include prior essentials training, and the course lasts 2 hours and 30 minutes, delivered via the interactive CloudShare environment. Key topics include managing client and employee records, bulk updates, mail merges, and configuring smart reports. The course is designed for individuals responsible for client administration who wish to enhance their understanding of related processes. Additional resources, such as eLearning and webinars, are also provided.
CCH Central
CCH Central: essentials training online (10133811)
This document outlines a course designed for new users of CCH Central, focusing on navigating and customizing the software to meet individual and firm needs. It has no prerequisites and lasts 1 hour 45 minutes, utilizing an interactive training platform called CloudShare for hands-on experience. Course content includes navigation, search customization, task management, and client record management. It aims to provide essential knowledge for first-time users and includes links to additional resources such as eLearning courses, webinars, and a glossary for customer onboarding.
CCH Central
CCH Central: expert training online (10133813)
This document outlines a training course focused on CCH Central maintenance areas for individuals with SuperUser permissions. The course, lasting three hours and conducted via the Cloudshare platform, aims to deepen understanding of administrative tasks critical for maintaining practice standards. It covers various topics such as business types, homepage management, and mailing settings. Prerequisites include familiarity with CCH Central essentials and enhanced versions, alongside knowledge of previous implementation decisions. Useful resources for further learning are also provided.