Ichannel Refresher

10 Questions | Total Attempts: 370

SettingsSettingsSettings
Please wait...
Ichannel Refresher

Please complete these 10 questions related to iChannel.


Related Topics
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