Customer Forum

Topic	Replies	Last reply Sort ascending
Normal topic CCH Central: When performing a client search within CCH Central, a client appears to be showing twice. By Sam (Workbooks Online) 2 years ago	0	n/a
Normal topic CCH Central: Can I merge two contacts that seem to relate to the same entity? And can I merge a client and a contact, or two clients? By Sam (Workbooks Online) 2 years ago	0	n/a
Normal topic CCH Central: How can I force all my clients and contacts in Central to re-synchronise with CRM (Workbooks)? By Sam (Workbooks Online) 2 years ago	0	n/a
Normal topic CCH Central: How do I update extra fields for clients or contacts? By Sam (Workbooks Online) 2 years ago	0	n/a
Normal topic CCH Central: How do I control which contacts sync to Workbooks? By Sam (Workbooks Online) 2 years ago	0	n/a