Ichannel Refresher

10 Questions | Attempts: 370
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    Would the client Burger King be considered a Company or Contact in iChannel?

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Ichannel Refresher - Quiz
About This Quiz

Please complete these 10 questions related to iChannel.


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  • 2. 

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

  • 3. 

    What drive are your pending files stored in?

  • 4. 

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

    • HK icon

    • Contacts

    • Files

    • Routing

    Correct Answer
    A. HK icon
  • 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

    Correct Answer
    A. Save
  • 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

    Correct Answer
    A. All of the Above
  • 7. 

    What type of documents are saved in iChannel?

    • HK files

    • Client-related files

    • Intranet

    • Practice

    Correct Answer
    A. Client-related files
  • 8. 

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

    • Contacts

    • Files

    • Quick Search

    • Routing

    Correct Answer
    A. Files
  • 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

    Correct Answer
    A. Select 1-5 stars
  • 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

    Correct Answer
    A. Contacts

Quiz Review Timeline (Updated): May 13, 2013 +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • May 13, 2013
    Quiz Edited by
    ProProfs Editorial Team
  • May 04, 2010
    Quiz Created by
    Kathierotz
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