CCH Central support
Create and maintain contacts, clients, employees and other entities in CCH
- Add new clients and contacts
- Change client name, code, client type and contact
- Add and update address details
- Add and update other data information
- Maintain security permissions for client data
- Associate partners for clients and contacts
- Create and update partner and employee responsibilities, single or bulk
- Assign employees to security groups
- Create, delete and maintain assignment types, groups and templates
- Link assignment template to CCH modules
- Setup security for application access
- Create and define security permissions
- Create and maintain task permissions
- Support CCH database split or merger through data cleansing, verification and reconciliation.
- Assist in importing data into CCH from other packages