Preferences and Settings
Access CCH Company Secretarial and discover the main features including setting up classes of shares which is required before recoding members of the company.
Last update: CCH Company Secretarial
Home Page controls
This document details the homepage controls for CCH Company Secretarial, highlighting two main features: the Company Secretarial Service and Draft Contacts. The Company Secretarial Service offers an overview of application status, including service operations and last update details, along with a history grid for synchronization issues. The Draft Contacts feature allows the review and management of new companies, directors, and secretaries, indicating potential matches with existing records in CCH Central. It facilitates merging and authorizing contacts for effective record management.
CCH Company Secretarial
Data Analyser
The document outlines the functionality of the Data Analyser tool for comparing CCH Central and CCH Company Secretarial databases. It details the process of identifying and resolving conflicts before synchronization, highlights the importance of user permissions, and provides step-by-step instructions for running data comparisons. The Data Comparison grid visually represents conflicts, including discrepancies in contact details, and outlines necessary permissions to access the screen. It emphasizes the need for manual corrections if two-way synchronization is enabled and suggests exporting results to Excel for further analysis.
CCH Company Secretarial
Company Secretarial icon on find contacts screen
This document outlines the features of the Company Secretarial contacts within CCH Central, specifically highlighting an icon on the "Find Contacts" screen that indicates draft contacts synchronized from CCH Company Secretarial. It notes that once a draft contact is converted into a client, the icon will no longer appear.
CCH Company Secretarial
Resolving Error Messages
This document outlines the process for managing records in CCH Company Secretarial when conflicts or errors arise due to deletions or duplicates. It explains the importance of ensuring the correct 'master' record is linked in CCH Central, and details the steps to delete a link using the 'Delete Link' button after stopping data synchronization. Key instructions include checking for duplicate draft contacts before deleting links and the process for re-establishing links after updates. The document also highlights error messages that may appear during these operations.
CCH Company Secretarial
Appendix A
This document outlines the synchronization of core data fields, as indicated in the title. It includes visuals in Appendix A, likely depicting data structures or processes related to the synchronization task. The document appears to serve as a supplementary resource, illustrating the concepts discussed.
CCH Company Secretarial
Appendix B
This document outlines the process and expectations for the first synchronisation with CCH Central. It emphasizes that exact matches will be linked seamlessly, while similar or unmatched records will appear for review in the Draft Contact HomePage. The initial synchronisation may take longer due to the volume of records. After completion, updates will follow configured settings. Additionally, it discusses a configuration option allowing contact addresses from CCH Company Secretarial to populate the Primary Address in CCH Central, requiring a special configuration key from CCH Support.
CCH Company Secretarial
Appendix C
The document outlines best practices for changing addresses in CCH Central and CCH Company Secretarial. It describes two methods: enabling two-way sync and syncing from Company Secretarial only. The first method involves ending the current address in CCH Central, waiting for synchronization, and then adding the new address, ensuring historical addresses remain unchanged. The second method requires updating the address directly in CCH Company Secretarial after ending it in CCH Central, also without altering historical data. Both methods emphasize the importance of proper synchronization due to the absence of end dates for addresses in CCH Company Secretarial.
CCH Company Secretarial
Installing the Service
This document outlines the steps to install the CCH Company Secretarial service. Users must first acquire a CCH Company Secretarial license before running the CCH Central Suite Installer (CSI). It provides a link for detailed instructions on using the installer and notes that the service can be accessed via the Start menu under Services.