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CCH Document Management
Searching for Documents
The document outlines the importance of Document Search in Document Management, aiming to streamline the process of locating and retrieving relevant documents. It emphasizes the functionality provided through the Document Search Panel, enabling users to perform targeted searches within specific entities like Contacts or Clients. The document includes details on Basic and Advanced Search capabilities, allowing for different filtering criteria and metadata use. Additionally, it introduces the "Saved Searches" feature for efficiency in frequent queries, enhancing document retrieval processes overall.
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CCH Central
Finding an employee record
This document provides instructions for searching employee records using their employee code or name in a system interface. It outlines the steps to access the "Find Employees" page, how to input search criteria, and options for refining searches, such as including disabled timesheets or logins. Additional notes clarify functionalities like displaying a record directly when a single match is found and searching for partial names or codes. The guidance aims to streamline the process of locating specific employee records efficiently.
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CCH Central
Finding an Assignment
The document outlines the steps to find an assignment within a system. Users can access the Assignments or Clients sections, allowing them to view assignments associated with specific clients or search directly for assignments. The search functionality offers options to refine results based on name or code, including the ability to search any part of a name. Users are guided through the process of typing search criteria, selecting checkboxes for specific search options, and accessing the relevant assignment records. Visual aids accompany the instructions for clarity.
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CCH Central
Finding and opening a second contact record
This document outlines the procedure for finding and opening a second record while a first record is active. Users can initiate the search by holding the Shift key and clicking the Search or Client Search link. It details how to input search criteria, adjust settings for record display preferences, and how the search functionality works, including options to search for any part of the name. Finally, it explains how to access the selected record, maintaining the same display tab as the first record.
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CCH Central
Finding a contact or client record
The document outlines functionalities for searching and managing contact and client records within a system. It describes how to access the "Find Contacts" and "Find Clients" tabs, perform searches using specific criteria, and manipulate search results through grouping and sorting. Additionally, it details right-click menu options including the ability to show/hide a preview panel, copy information, and manage favorites. Users can edit contact details directly from the search screen, optimizing the process of accessing and managing client information.
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CCH Document Management
Document Search Panel
The document outlines the functionalities of the Document Search Panel, which enables efficient document retrieval tailored to user interests across various entities such as clients, suppliers, and employees. It details the quick search fields available for client/contact and global document centers, including options for assignment, job, document date, type, source, and description. The document also explains features like free format searching, clear search functionality, and the ability to save and load searches. Additionally, an advanced search option is provided for more complex query needs.
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CCH IFirm Organisation Management
Find Members
This document provides guidance on how to view and search for Members within an Organization. Users can access the Members list via the menu or overview page, where names are organized alphabetically. A search function is available to filter the list by entering at least three letters, which will match first or last names. Additionally, the Search feature can be utilized on 'Join requests' and 'Pending invites' tabs. Clicking a Member's name reveals their detailed information.
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CCH Practice Management
Skills Search
The document details the **Skills Search** feature in the Employee Planner of a workflow management system, which allows assignment managers to identify staff based on specific skills and availability. It introduces three main search filters: **Availability**, **Employee Skills**, and **Work Experience/Client Attributes**. The process includes specifying criteria within these tabs to find suitable employees, and it emphasizes the need for proper setup of custom fields and categories. Additionally, instructions for assigning schedules to employees and configuring color preferences for easier identification of tasks are provided.
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CCH Central
Search facility
The document describes a facility that enables users to search for options within the main menu File, specifically in the maintenance area. Users can access the search feature by clicking on File and then Search, where they can type in keywords to locate relevant submenus. An example illustrates this functionality, demonstrating how searching for "address" reveals multiple related submenus, allowing users to navigate efficiently to their desired options.
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CCH Document Management
Saved Searches
This document outlines the functionality of "Saved Searches" within a search panel, detailing how to save frequently executed queries for future use, which reduces document retrieval time. It explains how to run saved searches by selecting and opening them from the search panel, as well as how to delete or edit saved searches using the advanced search functionality. Visual aids accompany the instructions to enhance understanding.
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CCH Practice Management
How to search for and open a supplier record
This document provides detailed instructions on how to search for and open supplier records in a software application. Users can initiate a search by clicking the Suppliers button and entering a supplier's name in the search field. It highlights options such as hiding forms for single results, searching any part of names, and including closed suppliers. Additionally, it explains how to handle multiple records by keeping the original record open while searching for a new one with the Shift key. Tips are included for effective searches and managing results like grouping and field customization.
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CCH Central
Finding a word in a Report
The document provides a step-by-step guide on how to find a word in a report using the Report Preview functionality. It outlines the process of running a report without filters, utilizing the Find feature to search for specific values, and how to navigate through the results. Users are instructed to click "Find Next" to locate multiple instances of the searched word, with the option to cancel or close the Find window when done.
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CCH Document Management
Basic Document Search
The document provides guidance on using the Search panel within the CCH Document platform. It outlines how to perform document searches by filename, document content, and specific document IDs, including tips for using keyword combinations and phrases. Additionally, it describes how to search the Description field of documents. The document also lists excluded words from SQL Server's indexing, emphasizing their limitation in search criteria. For clarity, users are advised to clear search filters before or after searches.
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