Ichannel Refresher

Would the client John & Kathie Rotz be considered a Company or Contact in iChannel?

What drive are your pending files stored in?

What menu option in iChannel will take you back to the dashboard (Home screen)?

• HK icon

• Contacts

• Files

• Routing

I open a Company's contact information and change their phone number and DBA name.  Now what should I do?

• Move on to a new client

• Dashboard

• Save

• Ctrl / S to save

Which fields can be searched via the Quick Search field at the top right of the iChannel window?

• Company Name

• DBA

• Client Name

• Client Number

• All of the Above

What type of documents are saved in iChannel?

• HK files

• Client-related files

• Intranet

• Practice

Which search menu option would I select if I want to find all documents related to Form 990?

• Contacts

• Files

• Quick Search

• Routing

How can you list a Company on the left side of your Dashboard?

• Click & drag

• Open the Company

• Delete the stars

• Select 1-5 stars

Which search menu option would I select if I want to find all golf course clients in Cedar Rapids?

• Contacts

• Files

• Quick Search

• Routing