CCH Central course

Current Status

Not Enrolled

Price

Free

Get Started

Login to Enroll

My Total Course Time:
My Course Completion Time :

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

Expand All

Introduction to CCH Central 1 Topic

Expand

Module Content

0% Complete 0/1 Steps

Understanding Central

Creating Records 4 Topics

Expand

Module Content

0% Complete 0/4 Steps

Creating records

Setting up an organisation 🔆

Setting up a person 🔆

Setting up a contact

Searching Records 3 Topics

Expand

Module Content

0% Complete 0/3 Steps

Searching records

Finding a client

Finding a contact

Client & Contact Information 7 Topics

Expand

Module Content

0% Complete 0/7 Steps

Introduction to Client and Contact information

Reviewing Client and Contact information 🔆

Main information 🔆

Associating clients & contacts 🔆

Updating responsiblities

Deleting Contacts 4 Topics

Expand

Module Content

0% Complete 0/4 Steps

Merging and removing duplicate contacts – Introduction

Merging records

Deleting duplicate contacts

Deleting duplicate clients

Assignments 3 Topics

Expand

Module Content

0% Complete 0/3 Steps

Assignments – Introduction

Adding templated assignments

Adding bespoke assignments

Creating and Maintaining Employees 4 Topics

Expand

Module Content

0% Complete 0/4 Steps

Introduction to Creating and Maintaining Employees

System Maintenance

New Employee Set-up 🔆

Employee Maintenance 🔆

Security 1 Topic

Expand

Module Content

0% Complete 0/1 Steps

Mail Merge 6 Topics

Expand

Module Content

0% Complete 0/6 Steps

Introduction to Mail Merge 🔆

Mail Merge – system maintenance

Document storage locations

Mail Merge – Associations

Running a Mail Merge – Creating a list

Running the Mail Merge 🔆

Homepages 3 Topics

Expand

Module Content

0% Complete 0/3 Steps

Home Pages – Introduction

Home Page components

Customising the Home Page

Smart Reports 14 Topics

Expand

Module Content

0% Complete 0/14 Steps

Introduction to Smart Reports

Running Smart Reports

Searching and running reports

Introduction to Favourites

Adding reports to Favourites

Organising your Favourite reports

The create reports interface

Introduction to amending reports

Creating a simple report

Introduction to Queries

Simple query options within the reports

Advanced query options within the reports

Totalling, Summarising and Viewing Reports

Smart Reports Conclusion

Importing Clients and Contacts 7 Topics

Expand

Module Content

0% Complete 0/7 Steps

Importing Clients and Contacts – Introduction

Import Wizard overview

Populating the spreadsheet & Data checking before the import

Test import & Live import

Post Import Checks

Tidying up the data & Maintaining data

Importing Clients and Contacts – Conclusion

error: Alert: Content is protected !!

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You have the option to opt-out of these cookies; however, opting out of some of these cookies will impact your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

Cookie	Type	Duration	Description
_ga	0	2 Years	Google Analytics tracking cookie
_gid	0	2 Years	These cookies are used to collect information about how visitors use our website. We use the information to compile reports and to help us improve the website. The cookies collect information in a way that does not directly identify anyone, including the number of visitors to the website and blog, where visitors have come to the website from and the pages they visited.
aiovg_rand_seed	0	11 months	This cookie is used by a 'all-in-one' video gallery plugin for analytics purposes.