96 results found
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Add reg no to find clients tab
In the filed chooser on the find client tab, please add reg no. It takes too much time to have to open each client to verify the companies house number when I should just be able to look at in the find clients tab. The UTR is visible there, so I don't know why the reg no isn't..
2 votes -
Extra Field Groups in Database Fields
When you create a template in CCH which has database fields you are also able to see extra fields in this list.
If you put your extra fields in groups they no longer appear.
We would like all extra fields in all groups to be added to the database field drop down1 vote -
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 -
Ability to see other team members in the preview section of the find clients page
We would find it very useful to be able to see other team member responsibilities on the Find Clients page rather than having to go into the client to see the team responsibility. We use these to keep a record of who is dealing with each client.
3 votes -
Could the Employee Planner be a homepage control
It would be helpful to have a homepage control which shows the Employee Planner, so we can quickly see staff availability from a homepage, rather than having to go File-View Planner.
You can click the calendar icon at the bottom of the Tasks & Appointments control, but this seems to show only your own line of the planner, and cannot be edited. It would be helpful if there was a similar button to go to the full editable planner.
1 vote -
Add a new task from the Tasks & Appointments homepage
In order to add a new Task/To Do item you have to go to the client search screen or into a client to see the Tasks/To Do icon on the ribbon.
Please could this icon be added to the ribbon on the homepage screens so that a new Task can be added directly when reviewing a list of tasks.1 vote -
Address Change - List those that it is linked to
When you change an address you are notified if there are other contacts linked to the address that you are "Stopping/Changing". However it simply states the number of contacts and not who they are. You have to say do not update the linked contacts, then do a search for the old postcode and manually change any that are applicable - sometimes it is not applicable to change all but a couple.
Having a list of the linked clients and be able to select those that need to change would be great and save a lot of time
1 vote -
- - UNSPEC User
We have a few users who have now been disabled. As we didn't keep on top of the tasks they had they now show as '- - UNSPEC'
The only way to get a list of all tasks assigned to '- - UNSPEC' we need to do IF employee = NULL then sort by employee.
It would be handy to be able to select '- - UNSPEC' in the employee list.5 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 -
Add keyboard shortcuts to client code search field
It is possible to add keyboard shortcuts to set focus to the client code search field. eg in Windows Copy/Paste is CTRL C and CTRL V. This would increase user efficiency.
1 vote -
Have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time
have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time
1 vote -
Next of Kin - Document Templates
There is the ability on the main employee tab to enter more than one Next of Kin although you can only report on one when dragging the fields into a document template for the employee.
3 votes -
Employee - Extra Fields - Document Templates
To be able to use extra fields on the employee records within Document Templates, although you can add them to the document - they do not generate any information.
3 votes -
Email encryption
Is there any way where emails created from CCH Central can include an encryption option? Currently, we use Egress in Outlook, however in CCH, that function seems to be nor available when an email is generated from CCH.
1 vote -
Separate permissions on password access
Currently in order for a user to have access to change their central password or SMTP password( which is required to be able to send bills), they require a task permission that would give them access to ALL users passwords. Could a separate permission be used to allow them to edit these details on their own record but not other users?
4 votes
Evan Jones
responded
Thanks for adding this to UserVoice.
I’ll check back on this suggestion in the near future when I will be able to gauge how much support there is from other customers.
Evan Jones
Lead Product Manager -
Bill preview within 'billing main' window
A preview of the bill narative within the billing main screen would make approval much quicker...
6 votes -
CCH Database API
Please, please, please create a read-only CCH database API which would allow users to interface with ALL CCH data fields (every single one of them please!). What I'd love to see is essentially the same kind of thing as is currently possible with CCH Reporting, except without having to produce a report from within the CCH Central software, and then exporting to Excel for further data manipulation, and a less restricted scope in terms of the fields available to be selected.
It'd be incredibly useful to be able to directly interface with the CCH database via an API call or…
18 votesThere are a limited number of APIs available for CCH. Though we do not plan to build further APIs for our on-premise suite, we are planning to deliver API solutions as part of our cloud suite which will support this requirement.
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3 votes
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