Topic results Stages

CCH Central
Stage 1 of 6 - Choose the output - eMail Merge Wizard
This document provides a step-by-step guide for users on how to initiate an email merge using the Find Contacts or Find Clients feature. Users can select recipients by checking boxes for individual contacts or all at once. The guide includes visual aids depicting the interface and instructions on progressing through the Mail Merge wizard stages. Users are advised to click on the Mail/Email Merge icon and select the output as "Letters" before proceeding to the next stages.
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CCH Central
Allocating a Stage to an employee category
This document outlines the process of assigning employee categories to stages in a schedule within a system. By default, stages are set to "-UNSPECIFIED-", allowing any employee to log timesheets. For improved control, stages can be allocated to specific employee categories (e.g., Manager, Administration), which restricts timesheet creation to individuals within the chosen category. The document provides step-by-step instructions for changing the default category to a specific one for each stage in the schedule.
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CCH Central
Stage 5 of 6 - Reviewing the recipients list
In stage 5 of the mail merge process, users review recipient details, which can be exported to Excel. The document specifies that recipient names appear in the Main Contact column when the Main association is used, and in the Related Contact column when other associations are selected. Users must select recipients for the CCH OneClick message before proceeding to the next stage, noting that the recipient grid cannot be reordered.
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CCH Central
Stage 5 0f 6 - Review the recipients list
The document outlines the procedure for Stage 5 of a mail merge process, focusing on reviewing and selecting recipients. It highlights the distinctions between individual and organizational contacts, with specific reference to how associations are displayed in the recipient list. Users can export the list to Excel and generate emails for selected contacts, including directors associated with organizations. The next step involves selecting recipients and proceeding to the next stage of the process.
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CCH Central
Stage 2 of 6 - Choose the template
The document outlines the process for selecting templates in the Mail Merge wizard Stage 2, detailing options for both MS Word and HTML formats. Users can choose Word templates for emails, edit them, and select from various data sources. It explains how to send emails via Outlook or SMP configuration and emphasizes that HTML templates cannot have attachments added at this stage. Finally, it instructs users on how to proceed after selecting a template.
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CCH Central
Stage 5 of 6 - Review the recipients list
The document outlines stage 5 of a mail merge process, focused on reviewing recipient information. It details how to visualize selected contacts (individuals and organizations) and lists their categorization. Users can export the recipient list to Excel and see the arrangements for main and related contacts. The document explains how associations are displayed, using an example where directors of a company are listed, allowing for letters to be generated for both individuals and their associated directors. It concludes with instructions to select recipients and proceed to the next stage.
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CCH Central
Sending the message
The document outlines the final step in the MailMerge process, specifically stage 6 of 6. It instructs users to click on "Finalise" to send and publish the CCH OneClick message. An accompanying image is provided for visual reference.
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CCH Central
Stage 6 of 6 - Delivery options and filing
This document outlines the delivery and filing options available during the final stage of a Mail Merge process, varying based on the selected template type (Word or HTML). For Word templates, emails are sent immediately upon clicking Finish, while for HTML templates, users have the option to defer delivery to a later date. Both options allow for the addition of emails to a CCH Document Management module if available. The document includes images illustrating the different stages and settings for each template type.
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CCH Central
Stage 6 of 6 - Document options
This document outlines the final stage of a Mail Merge wizard, detailing options for generating letters. Users can choose between creating a single document with all letters or multiple separate documents. It also mentions the integration with CCH Document Management for those with the module, allowing users to add letters with specific descriptions. Finally, the document instructs users to click "Finish" to complete the process, after which MS Word will open automatically to display the generated letters.
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CCH Central
Choose the address type and team responsibility
This document provides guidance for Stage 3 of a MailMerge process, focusing on selecting address types and team responsibilities. Users can choose multiple address types, prioritizing them for merging based on availability (e.g., Main vs. Home address). Similarly, team responsibilities can be selected, where the first choice is prioritized for merge data. The document instructs users to make the appropriate selections and proceed by clicking "Next."
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CCH Central
Stage 4 of 6 - Choose to whom an email will be sent
This document describes Stage 4 of an email sending process, focusing on selecting recipients from a mixture of individuals and organizations. It emphasizes the importance of correctly choosing contacts for email merges—either individual records or organizational details. Scenarios illustrate how emails will be generated based on the selected associations, such as sending to individual directors or entire organizations. Users can move contacts from an available list to a selected list before proceeding to the next stage.
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CCH Central
Stage 4 of 6 - Choose to whom a message will be addressed
This document outlines Stage 4 of a Mail Merge process, focusing on selecting recipients for a message. It explains that if individuals are chosen from the client list with the MAIN association, the message will utilize their personal details. Conversely, if a different association is selected, the message will draw info from that association instead. The user is instructed to select associations correctly before proceeding to the next stage.
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CCH Central
Stage 4 of 6 - Choose to whom a letter will be addressed
Stage 4 of the letter addressing process focuses on selecting recipients for mail merges, crucial for ensuring correct contacts are chosen. Users can select individual or organizational contacts from two grids. For organizations, scenario options allow choosing either main contact information or details of associated directors, resulting in multiple generated letters if applicable. After selection, users continue by clicking "Next." This stage is vital for accurately addressing mail communications.
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CCH Central
Stage 2 of 6 - Choose the template: eMail Merge for CCH OneClick
This document provides instructions for setting up the Mail Merge Wizard using a CCH OneClick template in Microsoft Word to generate Request Information for Personal Tax Returns for the year 2021. It details the selection of the CCH message template, specifies the necessary steps for choosing the appropriate year, and guides users in selecting or editing templates from different sources. Additionally, it explains how to query data related to prior year tax returns and highlights the importance of saving new templates in the correct folder.
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CCH Central
Stage 1 of 6 - Choose the output for CCH OneClick
The document provides a step-by-step guide for using the Mail Merge feature in CCH OneClick. It outlines the process of selecting contacts or clients to send messages, either by selecting all at once or individually. After selection, users are instructed to access the Mail/Email Merge icon, which opens the Mail Merge wizard, where they must choose to publish the output to CCH OneClick. The process includes visuals for clarity and allows users to continue to the next stage after making their selection.
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CCH Central
Deleting a Stage from a Schedule
This document outlines the steps for deleting stages from an assignment in the CCH Central platform. It includes instructions to access the assignment details, select the desired assignment, highlight the stage to be deleted, and confirm the deletion. Users are reminded that stages can only be deleted in reverse order due to their predecessor relationships. The document also includes an image for visual aid.
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CCH Practice Management
Deleting a Task from a Stage
This document provides step-by-step instructions for deleting tasks from a schedule within an assignment management system. It outlines how to find the assignment, access the schedule, and expand stages to identify tasks for deletion. Users are guided to highlight and remove tasks and must repeat the process for each task they wish to delete before finalizing changes. The instructions emphasize clarity with visuals and confirm that deleted tasks will no longer be accessible for time logging on timesheets.
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CCH Practice Management
Stage Categories
The document discusses the concept of the "Stage Category" in employee allocation during project planning. Initially set to "Unspecified," this category can be modified to designate specific employee categories based on skill requirements. The assignment manager uses the stage category for budgeting, progress monitoring, and task completion. Employees record their time against specific tasks associated with each stage, ensuring effective management of resources and timelines.
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CCH Central
Stage 2 of 6 - Choose the template: eMail Merge for Letter
The document outlines the process for selecting a template in the Mail Merge wizard Stage 2. It describes options for formatting (Word or HTML), sourcing templates from CCH Central or CCH Document Management, and the ability to preview or edit existing templates. It highlights the use of Queries and Reports for selecting data sources and offers functionality for searching templates by name. Finally, users are instructed to select their chosen template and proceed by clicking "Next."
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CCH Central
Stage 1 of 6 - Choose the output
The document outlines the process of selecting contacts or clients for a mail merge using a wizard interface. Users can choose to select all contacts at once or individually. The second step involves clicking the Mail/Email Merge icon, followed by selecting 'Email' as the output in the Mail Merge Wizard, where users proceed through a six-stage process. The document includes visual aids to assist users in navigating the steps.
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CCH Central
Adding Stages from a Schedule Template to a Schedule
The document outlines the process for adding stages to a schedule by utilizing existing schedule templates in the system. Users can customize assignments by selecting commonly used steps from templates or adding new stages as needed. The steps include accessing the task bar, selecting a template, reviewing the stages, and confirming the addition to the schedule. A screenshot is provided to illustrate the procedure.
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CCH Central
Adding a Task to a Stage
This document outlines the process of assigning and managing tasks within a workplace system. Each task, identified by a unique code, includes various activities such as job allocation, information collation, and accuracy checks. The document details steps to allocate tasks to specific stages in the workflow, ensuring that tasks are available for selection when employees complete their timesheets. It emphasizes the importance of organizing tasks efficiently and tracking them against specific assignments to enhance workflow management.
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CCH Central
Adding a Stage to a Schedule
The document outlines the process of adding stages to an assignment within a management system. It details a series of steps, including accessing the assignment, selecting a schedule, entering step numbers and descriptions, choosing predecessors, and associating milestones. Each stage must be outlined with relevant details, such as status and due dates, before saving the information. This structured approach helps organize tasks according to their skill requirements and authority levels.
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CCH Central
Adding a milestone
This document outlines the process of adding milestones to assignment types in a project management context. Milestones represent significant events and can be tagged to specific assignment types, each having its own target completion dates. Users can filter job schedules by assignment type on the Jobsheet home page to view relevant milestones. The document also explains how to assign a status to milestones through the Jobsheet right-click menu and provides a link for detailed setup instructions.
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