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| CCH Central Suite |

Welcome to the Feedback Forum for the CCH Central Suite of products. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

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How can we improve CCH Central Suite?

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7 results found

  1. Workflow terminating notification

    We have had workflows terminate due to either an error on the database or with the steps on the workflow. What would be helpful is if a warning or notification box came up when a workflow terminated itself. Currently it just appears as if the task has completed and if the next step isn't assigned to the person completing the task on which it terminated then it isn't always obvious this is what has happened so could be missed.

    6 votes
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    Under review  ·  0 comments  ·  CCH Workflow  ·  Admin →
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  2. Workflow Email Notification - Support Microsoft365 users

    Wolters Kluwer / CCH do not support Microsoft365 for email notification for workflow steps.

    Considering Microsoft365 is the most widely used platform it make no sense why we cannot use it. Even WK/CCH internally is on this platform!

    I recently tried to introduce workflow email notification and found the to enable it you must put the credentials into a table within the back end of your SQL server, When dealing with support I have now been told I have done everything correct but 365 is not supported.

    CCH Support Feedback : "All is correct, however these Email Notification to employees…

    3 votes
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    Under review  ·  0 comments  ·  CCH Workflow  ·  Admin →
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  3. Create new fields to add to the field list - "Budget hours". Hours shown in client assignment job/schedule details, not shown on field list

    6 votes
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  4. Close client routine

    Closing a client should promtp to close all open workflows, joblines, and tasks. At the moment you can close a client with a part completed tax return workflow.

    Also it shoud not be possible to create a tax return when a client is closed (currently it is).

    20 votes
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    Acknowledged  ·  0 comments  ·  CCH Workflow  ·  Admin →
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  5. Microsoft Power Platform Connector

    CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.

    For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.

    4 votes
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    Acknowledged  ·  2 comments  ·  CCH Workflow  ·  Admin →
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  6. Sorting active workflow tasks, on home page by due date of individual step in progress

    It would be ideal if we could "sort" the milestones, on the home page by due date. This will allow staff to see In progress tasks in date order, when they have different due dates. This would be a good reporting tool.

    12 votes
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    Acknowledged  ·  0 comments  ·  CCH Workflow  ·  Admin →
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  7. Add Workflow Current Step

    Carpenter Box - Add Workflow's Current Step field to the DCs' field chooser.

    Where a document belongs to a workflow include the workflow Current Step value, where not leave the field blank

    1 vote
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