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- Nutrition
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- Society
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- Language
- Personality
- Harry Potter
- Movie
- Television
- Music
- Online Exam
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- Math
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Quizzes

Ichannel Refresher

10 Questions | By Kathierotz | Updated: May 13, 2013 | Attempts: 370

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1. Would the client Burger King be considered a Company or Contact in iChannel?

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About This Quiz

Ichannel Refresher - Quiz

Please complete these 10 questions related to iChannel.

2. What's your name?

We’ll put your name on your report, certificate, and leaderboard.

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

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3. What drive are your pending files stored in?

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

HK icon

Contacts

Files

Routing

Submit

5. 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

Submit

6. 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

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7. What type of documents are saved in iChannel?

HK files

Client-related files

Intranet

Practice

Submit

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

Contacts

Files

Quick Search

Routing

Submit

9. 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

Submit

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

Contacts

Files

Quick Search

Routing

Submit

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All (10)
Unanswered ()
Answered ()

Would the client Burger King be considered a Company or Contact in...

Would the client John & Kathie Rotz be considered a Company or...

What drive are your pending files stored in?

What menu option in iChannel will take you back to the dashboard (Home...

I open a Company's contact information and change their phone...

Which fields can be searched via the Quick Search field at the top...

What type of documents are saved in iChannel?

Which search menu option would I select if I want to find all...

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

Which search menu option would I select if I want to find all...

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