Ichannel Refresher
10 Questions
| Total Attempts: 370
Settings
Please complete these 10 questions related to iChannel.
Questions and Answers
- 1.What type of documents are saved in iChannel?
- A.
HK files
- B.
Client-related files
- C.
Intranet
- D.
Practice
- 2.Which fields can be searched via the Quick Search field at the top right of the iChannel window?
- A.
Company Name
- B.
DBA
- C.
Client Name
- D.
Client Number
- E.
All of the Above
- 3.What menu option in iChannel will take you back to the dashboard (Home screen)?
- A.
HK icon
- B.
Contacts
- C.
Files
- D.
Routing
- 4.How can you list a Company on the left side of your Dashboard?
- A.
Click & drag
- B.
Open the Company
- C.
Delete the stars
- D.
Select 1-5 stars
- 5.Would the client Burger King be considered a Company or Contact in iChannel?
- 6.Would the client John & Kathie Rotz be considered a Company or Contact in iChannel?
- 7.I open a Company's contact information and change their phone number and DBA name. Now what should I do?
- A.
Move on to a new client
- B.
Dashboard
- C.
Save
- D.
Ctrl / S to save
- 8.What drive are your pending files stored in?
- 9.Which search menu option would I select if I want to find all golf course clients in Cedar Rapids?
- A.
Contacts
- B.
Files
- C.
Quick Search
- D.
Routing
- 10.Which search menu option would I select if I want to find all documents related to Form 990?
- A.
Contacts
- B.
Files
- C.
Quick Search
- D.
Routing
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