43 results found
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Default workflow under assignment/jobs
Is there any way under assignments/jobs that we can default the latest workflow. When we go into the clients assignments and there are different versions of the workflow it always defaults to the first workflow version rather than the latest version
2 votes -
Genders
There are currently only two genders (Male/Female). Please could you arrange for this to be expanded so that we can fit our clients into the correct description? As this is a protected characterstic under the Equality Act we would like this to be implemented ASAP.
18 votes -
A report that shows Employees Task Permission
We would like to have a report where it shows all Employees and what Security Group they fall under
4 votes -
You should have a setting whereby you collapse the folders (job and assignments) on doucment Centre
On document Centre you shouldnt have to scroll or go through a number of pages. There should be an option to collapse or expand all folder.
9 votes -
Bill preview within 'billing main' window
A preview of the bill narative within the billing main screen would make approval much quicker...
6 votes -
Pinning documents to the top of a clients document centre
The abilty to pin a document in the client document centee would be really useful. For instance I have a document that i use each week for a client but over the last year it has fallen way down the page on the document screen due to other documents being uploaded to the client.
12 votes -
Make NOTES a reportable field. be able to report or export notes
Make contact NOTES a reportable field. be able to report or export notes
9 votes -
Flag client
When opening a client if ON HOLD this flags up for further investigation. An additional status like SEE NOTES then the flag/flash directs to any instruction re client
15 votes -
The ability to bulk update office and/or department on assignments
Could we have a bulk update option for Office and Departments for Assignments similar to that on the Client tab's bulk update options? It doesn't really make sense to be able to update the client records but for each assignment that will need to be updated, we have to go in to each assignment on each affected client and manually update offices and/or departments which can easily take up a lot of time.
13 votes -
Add inactive option to internal partner list to remove ex-partners
Ex-partners still appear in drop down searches even though the linked employee record is inactive. Having an inactive option in the Internal > Partners area would allow you to stop this.
5 votes -
1 vote
Hi,
This item is under consideration for the next quarter.
Thanks
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Export to excel
Export to excel - Calculated fields in the CCH Report should be included when the CCH report is exported.
The only way to export the calculated fields is using the export at the top left of the screen then the whole spreadsheet comes over as a text file which has no value for data manipulation.
7 votes -
No exception report when deleting job
When deleting a job, if there is a document in the job it doesn't do anything...no exception report. I would expect some message saying why it didn't do anything instead of having us guess.
6 votes -
Enable the use of PDFs in email mail merge
We quite often send out information to our clients using mail merge and would prefer to have the attachment as a PDF, for example, we are currently sending out weekly emails to keep our clients updated on the latest news. It would be really handy to be able to CC others into the email too.
6 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Ability to edit an associated relationship
Having the ability to edit the type of relationship a record has with another record on the associated page.
For example: Some users have incorrectly set up a relationship, they have chosen 'has mailing contact' where as it should be 'is mailing contact'. Having the ability to edit this would be useful because when the associated record has one click access the relationship cannot be deleted.27 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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File Maintenance back button
A back button on file maintenance would be useful instead of having to access it again from the file menu each time.
34 votes -
extra fields
Drag in Extra Fields into Contact Search, Like you can with Clients already.
8 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Right click delete and split options
Could consideration please be given to not have the “delete” and “split” options below each other on the right click option menu? Users have reported that they find it quite easy to delete when they meant to split a document. Maybe the “delete” option could be moved to the top?
12 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Ability to view users logged into the application at any given point in time
Sometimes a backup may need to be done during the day due to some planned activity. I need to be able to see who is logged in to get them out. All communication may have been sent out, some users may not remember and still be entering data. Then if a restore has to be done they would have lost any work entered during that time.
25 votesGiven that the software is on-premise and hosted in your local environment, it is not possible for the software to recognise active users.
This will be considered as part of the development of our cloud solution.
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It would be easier if we could use keyboard shortcuts for the 'admin' side of Central. For example, using Ctrl & backspace and Ctrl * C/V
It would be easier if we could use keyboard shortcuts for the 'admin' side of Central. For example, using Ctrl & backspace and Ctrl * C/V - these currently do not work and instead you get little squares.
2 votes
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