Ichannel Refresher
10 Questions
| Attempts: 370
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
Correct Answer
B. Client-related files -
- 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
Correct Answer
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
Correct Answer
A. HK icon -
- 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
Correct Answer
D. Select 1-5 stars -
- 5.
Would the client Burger King be considered a Company or Contact in iChannel?
Correct Answer
Company
company - 6.
Would the client John & Kathie Rotz be considered a Company or Contact in iChannel?
Correct Answer
Company
company - 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
Correct Answer
C. Save -
- 8.
What drive are your pending files stored in?
Correct Answer
Y
y
Y:\
y:\
Y:
y: - 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
Correct Answer
A. Contacts -
- 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
Correct Answer
B. Files -
Quiz Review Timeline +
Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.
-
Current Version
-
May 13, 2013Quiz Edited by
ProProfs Editorial Team -
May 04, 2010Quiz Created by
Kathierotz
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