Setup - Have a Question?

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How do I setup document filing?
Document filing enables you to link from several scanned document areas in CCD to your operating system folders. To set this as your default document filing solution, navigate to Setup > Technical > Software  and select Operating Syste...
How do I update ISA limits?
To update the ISA limit, navigate to Setup > Tables   Select the tax year you wish to update Click into the ISA contribution limit field and update the value to the current limit The new ISA contribution limit entered will be ...
How do I add an additional territory to an existing provider?
Locate the provider in your providers list ( Setup > Providers ) Check which Territory fields are selected ( Setup > Providers > Main contact ) Select the ‘Search our on-line database for a new Provider code’ ( Setup &g...
How do I setup CCD to use watermark?
From the front screen of Client Care Desktop go to Setup > Technical > Software > Select Watermark (third party) from the Document management dropdown list. You now need to enter user passwords in the staff list.  Click into ...
How do I add my username and password for INVU?
This article explains how to set up INVU on CCD . If you use INVU as your Document Management system you will need to record your username and password in CCD.  To do this access Setup > Staff List: From here click into the use...
How do I setup standard letters?
CCD is capable of preparing standard communication to clients, product providers or introducers. This may be to submit new business or to send policy documents to your clients. To prepare a standard letter, from the Main Menu, click on Se...
How do I setup standard auto text?
An Auto-text entry is a line or paragraph of text, which is used regularly. Instead of manually typing the text each time, it can be recorded as a standard in the system and then added, as required, to your letter. To set-up a new auto-text ...
Can I Identify activity for a provider?
CCD will automatically keep a summary of any business conducted for a particular provider as an added benefit of conducting your day-to-day business within the system. This would be useful for an ‘at a glance’ overview of the bu...
How do I add a network deductive?
The Network Deductive is added in the Setup module. Go to Setup > User info. > Regulatory. Enter the Network % in the Network deductive  field.  It will need to be entered as a percentage.  (Don't forget 10% ...
How do I setup remuneration tolerances?
When reconciling commission it may be useful to have a warning that appears if someone tries to write off more money than the company standards allow.  Therefore, commission tolerances may be set to limit the extent to which users of the...
How do I add a provider domiciled in another territory?
When adding a Provider to your list it is appropriate to check that the provider is allocated to the correct territory. A search of the provider database shows that the provider is listed and has been allocated a provider code. Make a note o...
How do I create standard forms?
This article will explain how to add a form to CCD that can be used a number of times. An example of a form which could be recorded here would be your client agreement. Standard forms are added in Setup > Forms : A list of the cu...
How do I setup Adviser payaway defaults?
Once you have set the company's global commission defaults you will need to set each individual adviser's commission splits. Firstly set the default % commission split within Setup > Staff List. Once the default split has been ...
How do I create a Workflow/Tracker within Setup?
There are a number of stages and processes involved in recommending and setting up contracts and mortgages. To ensure you keep track of your business and are aware of the tasks that are still outstanding, you can setup tracker groups. Put in ...
How do I create a standard letter?
The CCD system is capable of preparing standard communication to clients, product providers or introducers. This may be to submit new business or to send policy documents to your clients. To prepare a standard letter, from the Main Menu...
How do I enter adviser fees in Setup?
When setting up your CCD system, one important factor to consider is how much of any commission will be allocated to your advisers. Please read the knowledgebase article titled Managing income – Setting up your system for further de...
How do I setup network splits in setup?
Where you are a member of a network or affiliation group to which you pay a share of any commission earned, it is possible to record this pay-away as a default figure. CCD will then deduct this figure from the gross income amount. From the...
Where can I add my Company details and logo?
CCD records details of your company such as business address, web address and even VAT numbers. These can then be printed as required. From the Main Menu click on Setup followed by User info on the left. You will notice that your compa...
Can I create a found set of clients with a particular product?
Click into Setup from the Main Menu of CCD and then click on Products : From here you will need to select the Product that you wish to base this found set of clients on. Once you have found your product, click on the More button to ...
How do I create an adviser record?
In addition to a staff record, any person who is a consultant will require an adviser record to be created. This will be used to assign clients to them and to record the level of commission and/or fees generated. To enable you to create an a...
How do I setup a hourly charge?
CCD is capable of recording exactly how much time you spend on each client. This in turn can be used to assess the profitability of a client or a particular piece of business. In order to place a monetary value on the amount of time you sp...
How do I identify a type of provider?
CCD is able to record group providers based on the type of business they offer. For example, when loading a mortgage for a client, this may be dealt either directly through the lender or via a mortgage packager. You are able to record both ...
Where can I add provider contact details?
The system provides you with the ability to record your own contacts in a provider record. The database of providers can be located from the Main menu by clicking on Setup and then by choosing the Providers option on the left. The provid...
How do I add a mortgage packager to CCD?
To add a product provider to the list of mortgage packagers, follow the simple steps below. Within the CCD system navigate to Setup > Providers : Locate the product provider you wish to add as a mortgage packager and click the More...
How do I add a commission administrator to CCD?
To add a Commission Administrator to the list of Commission Administrators, follow the simple steps below. Within the CCD system navigate to Setup > Providers . Locate the product provider you wish to add as a Commission Administrator...
How do I record suitability text for a product?
An integral part of a suitability letter is the explanation of why the particular product has been chosen. Whilst each suitability letter should be created individually, it is possible to record generic text which could be merged into your le...
Where can I record provider extranet logon details?
With the explosion of IT based solutions, more and more services are being offered on-line. This invariably requires a login account and password meaning each IFA may have literally dozens of login account details and passwords. CCD allows ...
How do I add a new admin code?
Administration codes are a listing of Office tasks such as letter writing or issuing of policy documents, which are recorded against a Work/Diary record. A work record may relate to a client, a provider or a business contact. It is important...
How do I setup standard text for reports?
CCD comes complete with a number of shortfall calculators, which produce reports, and also a Personal Financial Review. It is possible to customise the text printed on some of these reports either on a report by report basis whilst producin...
Can I change the style of word documents generated from CCD?
CCD uses a template file to indicate the font and style of any document which is exported to Microsoft Word. This article explains how to modify this template to use fonts and colours that you want. You will firstly need to create your Mic...
I'm getting an error when outputting to MS Word?
Firstly, please check that you are able to use Word outside of CCD . If you are unable do this, you will need to speak to your IT company to resolve the problem.   If you can, then please follow the steps below to try and resolve this. ...
How do I add other assets?
To add a custom asset which is not included as part of the Financial Express price feed follow the steps below. The first step is to add the fund. From the Main Menu of CCD click on Setup and then Products from the left hand side bar. ...
How do I reset my own password?
When logged into CCD, you are able to reset your own password by selecting the padlock on the home screen: ...
As an Administrator, How do I reset a users password?
If you are setup as an Administrator within CCD, you can change users passwords. Navigate to Setup> Staff List and click into the user you would like to reset: The following message will appear: Click 'OK' and it will reset the us...
How do I add passwords for research tools etc?
There are two ways of adding passwords for software within Client Care Desktop By user By Company By User These password can be found within Setup> Staff List> User> Passwords Under each tab you can add passwords for Research to...
How do I set the remuneration reconciliation date?
Before starting to reconcile remuneration, the system needs to be setup; to either allow reconciliation on past dates or use the current date at the time of the reconciliation process. When choosing the Date for reconciliation purposes there are ...