Topic results Field Chooser

CCH Workflow
Field Chooser
This document outlines the right-click functionality in CCH Central, allowing users to add various fields to the workflow homepage based on workflow type. It lists standard fields for Client, Assignment Jobs, Document Management, Personal Tax, Corporation Tax, and Accounts Production. Each category includes specific fields that can be displayed, such as Client Code, Assignment Name, and Tax Year. Additionally, users can enable extra fields through a specific system configuration key, impacting all users within the system.
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CCH Central
Assignment Field Chooser Options
This document outlines the fields available in the Field Chooser for the Client Assignment Details Page of a software application. Key fields include Assignment Code, Job Name, Status, Company, Department, Office, Centre, Assignment Manager, Assigned To, Budget, and various WIP metrics. It also provides step-by-step instructions for displaying a selected field in the Assignment Details Page by utilizing the right-click menu to access the Field Chooser and dragging the desired fields into the table.
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CCH Central
Find Client - Additional fields within Field Chooser
The document announces new features added to the Find Clients window, allowing users to view additional fields: Date of Birth, UTR, NI Number, and Year End. These fields are now available in the Field Chooser for customization alongside other column headers in the Find Clients grid.
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CCH Central
The Field Chooser
This document provides instructions on how to utilize the Field Chooser feature in the Report Designer. Users can select and drag fields from the Properties section into their report layout. It explains how to navigate the field listings by expanding and collapsing them, based on the report's category and subcategory. A visual reference of the Field Selector is also included to assist users.
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CCH Practice Management
Toolbox: Job Sheet - Show Field Chooser
This document outlines the available fields in the right-click menu of the Job Sheet for various job modes, including Assignments and Schedules, as well as Jobs. Key fields include Client Code, Client Name, Job/Schedule, Assigned To, Target Date, Budget, and Notes. It details how to interact with these fields, such as hyperlinks for accessing related screens, the calculation of days left until a target date, and budget management. Additionally, fields related to client and assignment information, such as department and manager details, are specified for better job tracking and management.
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CCH Practice Management
Assignments - Field Chooser
The document outlines the "Field Chooser Options" available on the Find Assignment results page. It details various fields that can be accessed through the right-click menu, including Assignment Code, Name, Company, Department, Office, Centre, Assigned To, Budget, Total WIP, and Days Left. These fields provide essential information related to assignments and their management. Links to additional resources concerning client finding, assignment types, templates, and milestones are also provided for further reference.
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