CCH iFirm Contacts is a database in which you can record details on all your contacts, whether they are clients, prospects, leads, suppliers or groups. Contacts is a core module in CCH iFirm and all the other modules, such as Practice Manager, run off the Contacts database, so it is important that you set up Contacts before you start using the other modules.
We recommend that you firstly edit the Contacts settings to suit your business needs. You can then import your contact records from another system. Alternatively, you can manually add contacts.
Once your contacts have been imported or added, when you click Contacts > All Contacts in the Firm menu, you will see a list of all your contacts. Click a contact to open their profile, where you will see the following tabs:
| Tab | What you can do |
|
Summary |
Access a summary of the contact's details, including their name, code and contact details |
|
Jobs |
Access the jobs currently open for a client as well as their last 10 closed jobs, if you have the Practice Manager module |
|
WIP & Billing |
Access the client's Current WIP, Draft Invoices, Last 10 Invoices, Aged Receivables, and Recent Receivable Transactions, if you have the Practice Manager module |
|
Relationships |
Access the contact's groups |
|
Resourcing & Fees |
Access the client's settings for resourcing, automatic fees, and chargeout rate, if you have the Practice Manager module |
|
Dynamic fields |
View the contact's dynamic fields |
|
Notes & Reminders |
Access the contact's notes and reminders |
| Documents | Access the contact's documents, if you have the Documents module |
