Are you getting the most from CCH Central?
Join this 1.5 hour webinar to see a full demonstration of how to create, update and maintain Extra Fields within CCH Central.
This course will also cover the GDPR consent feature which is part of Extra Fields and also how Extra Field security works.
- Extra Fields – why use them
- Maintenance of Extra Fields
- Updating Extra Fields on a client by client basis
- Bulk updating Extra Fields
- Using Extra Fields in advanced searches
- Consideration of personal data and GDPR consent
- Extra Fields security
Your presenters will be Wolters Kluwer Professional Services Consultants who combine deep product knowledge and training expertise with real-world experience of accounting and tax. During this webinar you will also have the opportunity to ask our experts questions to address your common user issues.
Who should attend?
This course is designed for those users of CCH Central who are responsible for the overview and maintenance of the Central database where the Extra Fields are located and want to refresh their knowledge on this topic. This course is also ideal for users of CCH Central who are new to Extra Fields.
Unable to make this date?
Contact our Professional Services team to discuss on-site training options or suggestions for future events and locations.