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CCH Central
Filtering contacts or clients using Advanced Search
This document outlines the steps for using the Advanced Search feature on the Find Contacts and Find Clients screen to filter specific contacts or clients for mail merges, emails, or CCH OneClick messages. It details the process of setting criteria, applying filters, and viewing results. Users can add multiple filtering criteria, run mail merges, and clear searches as needed. The document provides visual aids, enhancing understanding of the filtering functionality in the software.
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CCH Central
Save Advanced Search
This document explains how to save advanced searches in a contact or client management system. Users can save searches to avoid repeated setups by accessing the Advanced icon and selecting 'Save'. It details the steps to title the search, add a description, and set privacy levels. The saved searches can be reopened easily, and any new records matching the criteria will automatically appear in the results. This functionality streamlines the process of filtering contacts or clients based on specific criteria.
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CCH Document Management
Advanced Search
The document details the process of using the Advanced Search feature in CCH Document Management, allowing users to execute detailed searches based on various metadata, fields, and custom keywords. It outlines steps to create and save searches, including selecting search criteria, utilizing operators, and saving searches for future use. Additionally, specific operators are described for filtering results, particularly for date fields. The guide provides visual aids to assist users in navigating the interface effectively.
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