Administration Manager Window Components

Application Menu

The Application menu contains the available actions for CCH Axcess™  product. The menu also provides access to user options and, if applicable, a list of recently accessed records. Click in the upper-left corner of the window to display the menu and view the available options.

Quick Access Toolbar

The Quick Access Toolbar is located beside the Application button and is used to access frequently used commands, such as a command to open Dashboard.

Click next to the Quick Access Toolbar to display the menu. You can move the toolbar position above or below the ribbon and show or hide the ribbon, depending on your preference.

See Customizing the Quick Access Toolbar for more information.

Ribbon

The ribbon is used throughout CCH Axcess™. It replaces the menus used in previous product versions. You no longer have to navigate menus or open multiple toolbars to locate the commands you need. Each ribbon can have multiple tabs. Commands displayed on each tab vary by module. On each tab, commands are grouped by similar functions.

You can control the appearance and functionality of the ribbon with the following features:

  • Minimize. You can minimize the ribbon by right-clicking the ribbon and selecting Minimize the Ribbon from the menu or by double-clicking a ribbon tab.
  • KeyTips. Each tab on the ribbon and each feature in a ribbon have corresponding keyboard commands. Press the Alt key to display the shortcuts and use your keyboard to execute ribbon commands.
  • ScreenTips. A description and, if applicable, a keyboard shortcut displays when you hover your mouse over each ribbon command.

Navigation Panel

The navigation panel appears on the left of the window and can consist of multiple navigation bars or a tree viewClosed A representation of hierarchical data as a graphical outline. Click the down arrow button to expand or the up arrow button to collapse elements of the outline.. Click the double arrows on the navigation bars to expand or collapse a section.

Grids

Grids are used to list and access items, such as clients and staff. Grid data can be manipulated in various ways. Some of the behaviors for managing grid data, such as Print, Export, and Find, follow Microsoft® standards. Additional grid components exist on the ribbon, right-click menu, and in the grid itself.

See Working With Grids for more information.

Get Support

You can reach information for and assistance with CCH Axcess™by clicking Get Support in the status bar. This button allows you to:

  • View trending articles. Click any of the links provided to read topical information about the products you use.
  • Ask a question. Submit a question or comment by opening a Support case or chat. You can track your case using a link on the Support site or from a link in the email notification that Support sends. You receive another email notification when Support responds to your request.

Start Fiddler Capture

The Start Fiddler Capture button in the status bar is used to gather information about CCH Axcess processes for troubleshooting purposes. If you contact Support, the representative might ask you to enable Fiddler Capture in your user options, and then click this button to start the data collection process. Once collection is complete, the resulting log can be sent to Support for analysis.