Topic results Synchronising With CCH Central

CCH Company Secretarial
Synchronise with CCH Central
This document provides a comprehensive guide on setting up synchronization between CCH Company Secretarial and CCH Central. It includes detailed instructions for installing the service, configuring data synchronization, and using various features such as the Data Analyser and contact management. Additionally, it contains sections on resolving error messages and multiple appendices for further reference. Links to specific topics within the guide are also provided for easy navigation.
More information
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.
More information
CCH Company Secretarial
Overview: Synchronise with CCH Central
This document outlines the integration between CCH Company Secretarial and CCH Central. It details administrative functionalities, including system maintenance screens for syncing and managing data conflicts, as well as new features for tracking companies or individuals needing synchronization. Daily usage procedures are explained, highlighting that changes made in either system for shared information, like addresses, will be reflected in the other. Additionally, it specifies that only Limited companies and LLPs are eligible for syncing, excluding those categorized as "Other Organisation." For comprehensive details on synchronized fields, users are referred to Appendix A.
More information