CCD - Advanced v4.2 User Guide

The Advanced user guide provides guidance around the following areas;

  • Standard letters
  • Auto-text
  • Producing letters via work and task items
  • Money laundering
  • Setting up trackers 
  • Searching your database
  • Marketing wizards
  • Marketing diary
  • Creating a campaign using the data tables
  • Client servicing
  • Valuations
  • Contract enquiry
  • Bulk valuations

Advanced CCD V4 2 Manual.pdf