How do I manage my Clients within CCH Axcess Workflow?
- Article Type:
- Documentation
- Last Modified:
- 12/07/2022
Objectives
Learn how you can manage your clients in CCH Axcess Workflow
Environment
- CCH Axcess Workflow
- Manage Clients/Entities
- Control Sheet
Details
'Manage Clients/Entities' presents a consolidated view of the clients available for the logged-in user of the firm and provisions for the addition and updating of new and existing clients. If there are a huge number of clients, a group of the first 10000 client rows is displayed in tabular(grid) format. To enhance usability, filters are available to narrow down the search criteria for desired clients.
Below are the different operations that you can perform on the view:
Below are the different operations that you can perform on the view:
- Create a new client
You can create clients in workflow through the “Manage Clients/Entities” utility.
- Click the “Add Client/Entities” button
- Enter client details in the new row highlighted in the grid
- Click on Save
The newly created client would become available on the grid/tabular view below for further updates.
Note 1. The initial load of the Manage Clients utility will show the top 10000 client rows. Please use the filter to see the full count.
2. Responsible person is not a mandatory field to create a client. After creating a client please click on the role symbol
to update the role.
3. Please use the group filter in the grid to search for the group number or name
4. Now, using the Manage Client utility the clients can be created in bulk.
Click on "Add Client/Entity" button to add clients in bulk, enter all the details and click on "Save" button
Note 1. The initial load of the Manage Clients utility will show the top 10000 client rows. Please use the filter to see the full count.
2. Responsible person is not a mandatory field to create a client. After creating a client please click on the role symbol
to update the role.3. Please use the group filter in the grid to search for the group number or name
4. Now, using the Manage Client utility the clients can be created in bulk.
Click on "Add Client/Entity" button to add clients in bulk, enter all the details and click on "Save" button
- Search a client
You can search for specific clients based on the filter criteria below
- Status
- Originating Location
- Client/Entity type
- Primary Task Type
- Last/Entity Name or number
You can further narrow down the filtered list through the column-level filter options available. Click on the column header to search for a specific detail in the available list.
- Modify existing client(s)
You can modify any client by selecting a row and tabbing in on the column detail to be updated.
Multiple clients can also be modified together before the final submission. Click one or more clients through the checkboxes, a bulk edit option appears on top of the Grid. On click of the Bulk Edit option, a popup would appear in which you can modify client data.
- Navigation
On the control sheet, navigation to manage clients is available through the client's name. A Single filtered row would enable the view/modification of the selected client.
- PM5/6 integration
If you are using PM5/6 integration, the Clients can be linked or unlinked using the hyperlinks available in the Integration column. This column is available only if you are using PM5/6 integration.
Link
Unlink:
Link
Unlink:
- CCH Axcess Integration
If you have completed the CCH Axcess Client Integration, you can launch the client profile in CCH Axcess Clients Manager using the profile icon available in the table for the desired client.
Additional Information
| Solution Id | 000210697/How-do-I-manage-my-Clients-within-CCH-Axcess-Workflow |
|---|---|
| Direct Link |
