CCH Central course

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Free

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Welcome to the eLearning course for CCH Central, which offers you the flexibility to choose specific areas to view and work through. Completion of this course will enhance your knowledge and understanding of using CCH Central.

Course Content

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Introduction to CCH Central 1 Topic

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Module Content

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Understanding Central

Creating Records 4 Topics

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Creating records

Setting up an organisation 🔆

Setting up a person 🔆

Setting up a contact

Searching Records 3 Topics

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Searching records

Finding a client

Finding a contact

Client & Contact Information 7 Topics

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Introduction to Client and Contact information

Reviewing Client and Contact information 🔆

Main information 🔆

Addresses

Extra fields

Associating clients & contacts 🔆

Updating responsiblities

Deleting Contacts 4 Topics

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Merging and removing duplicate contacts – Introduction

Merging records

Deleting duplicate contacts

Deleting duplicate clients

Assignments 3 Topics

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Assignments – Introduction

Adding templated assignments

Adding bespoke assignments

Creating and Maintaining Employees 4 Topics

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Introduction to Creating and Maintaining Employees

System Maintenance

New Employee Set-up 🔆

Employee Maintenance 🔆

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Course Content

Modules