WebinarTax & Accounting

CCH Central – Using the mail merge tool

9th November 2020, 10:00 am - 11:30 am
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Are you getting the most from CCH Central?

Join this 1.5 hour webinar to see a full demonstration of the mail merge tool available in CCH Central, and how this will help streamline your practice processes.

This course will cover how mail merge interacts with the CCH Central database, guidance on how to run a mail and an e-mail merge and the steps you need to create and maintain letter and e-mail templates.

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Course content

  • Introduction to mail merge
  • Consider the clients’ data in Central
  • Associations, extra fields and mail merge
  • Advantages of using Advanced Searches
  • How to run a mail and an e-mail merge
  • Configuration of storage location
  • How to create and maintain letter and e-mail templates

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 users of CCH Central who are responsible and/or maintain the Central data for contacts and clients and are interested on start running mail and e-mail merge or want to refresh their knowledge on this topic.

Unable to make this date?

Contact our Professional Services team to discuss on-site training options or suggestions for future events and locations.

 
CCH Central – USING EXTRA FIELDS

Online

14th September 2020, 10:00 am - 11:30 am

£99