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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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| CCH Central Suite |

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64 results found

  1. Partnership - Contacts - Employee

    Can we have the abilty to add an Employee to the Partnership tab, currently we have to create an employee record and a contact record.

    1 vote
    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  2. 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
    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  3. Hi i was just wondering when ITS 52600 is likely to be fixed?

    1 vote
    0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  4. 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
    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  5. 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.

    7 votes
    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  6. Saving into HR libraries

    After spending half a day scanning HR documents in, I found out that you can't save them to the HR library. Could this be sorted please?
    Thanks

    1 vote
    0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  7. I need the short description on milestones to be longer. It's impossible to write enough to be clear what teh milestone is.

    I need the short description on milestones to be longer. It's impossible to write enough to be clear what the milestone is. Why does the long decsription not appear anywhere?

    1 vote
    0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?
    Evan Jones responded

    Thanks for taking the time to add this to uservoice.

    I’ll review this item again shortly in order to gauge support from other users.

    Evan Jones

  8. Address end date problem

    When you apply an end date to an address for a client a box pops up asking iof you want to apply the same date to EVERY client that doesn't have an end.
    This should be an admin function for when you move office and someting that is not availble to every user
    We have just had someone apply it to over 800 clients in error

    3 votes
    1 comment  ·  CCH Central  ·  Admin →
    How important is this to you?
    Evan Jones responded

    Thanks for taking the time to add this to uservoice.

    I’ll review this item again shortly in order to gauge support from other users.

    Evan Jones

  9. 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 votes
    0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?
    Under review  ·  Evan Jones responded

    Thanks 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

  10. 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 votes
    2 comments  ·  CCH Central  ·  Admin →
    How important is this to you?
    Under review  ·  Evan Jones responded

    Thanks 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

  11. ITS 51077 MergeField not picking up values

    The mergeField is not picking quiet few fields when creating documents that can be used as templates. One of the examples is the UTR mergefield is not being picked up and the end users have to keep typing the UTR everytime the standard letter is created which would have been pciked up automatically by the merge field. This is quite unproductive and frustrating.

    1 vote
    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  12. Workflow homepage filters to be automatically added to colleagues' homepages

    If I have edited my Workflow homepage control to remove a column such as deadline, and add another field from Field Chooser, such as tax year column instead, and my employee record is the ‘master’, when other employees go into their employee record and click on the homepage button to make them to same as mine, that change of fields isn’t coming through, they still get the deadline date and have to make those changes manually.

    2 votes
    Acknowledged  ·  1 comment  ·  CCH Central  ·  Admin →
    How important is this to you?

  13. Ability to add custom algorithms or Ability to overtype standard job names

    As we use some customised job names we can't use the Roll Forward facility because you can't customise the algorithm. This would be useful in both saving time for regular jobs (ie monthly roll forward) and would ensure that the same format is being used by all staff

    3 votes
    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  14. Mail Merge - change handling of illegal characters in filename

    If a client name includes either : or / (the same may apply on some other characters) then when running a mail merge to email with a smart report being attached (e.g. debtor statements) the merge fails on that client because the file name and path are invalid.

    Can you include some error handling so that these characters are stripped out when generating the file path. We have several clients this applies to where the legal company name at Companies House includes one of these characters so renaming the client is not an option.

    3 votes
    0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?
    Evan Jones responded

    Thanks for taking the time to add this to uservoice.

    I’ll review this item again shortly in order to gauge support from other users.

    Evan Jones

  15. 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
    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  16. Mail/email merge from report/smart report

    When you run a report eg balancing descending this works, when you run the client list based on this report in order to mail merge, it creates the list in alphabetical format rather than by balance descending as the original report has done. In order to select a group of clients you need to be able to view both reports at the same time and scroll up and down to select your merge group

    1 vote
    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  17. Mail Merge from lists

    Currently one can only add to a mail merge list we would like to be able to delete a client from a list

    1 vote
    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?

  18. extra fields

    Drag in Extra Fields into Contact Search, Like you can with Clients already.

    11 votes
    1 comment  ·  CCH Central  ·  Admin →
    How important is this to you?
    Under review  ·  Evan Jones responded

    Thanks 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

  19. 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 votes
    0 comments  ·  CCH Central  ·  Admin →
    How important is this to you?
    Under review  ·  Evan Jones responded

    Thanks 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

  20. "Year End" field and "Next Accounts due" field on Main tab

    Could a "Next Accounts due" field be added to the main tab and could a "Check with Companies House & Update" button be added similar to that in many Company Secretarial software programs. If you could also "bulk check and update" these fields this would make tracking of deadlines far simpler and avoid having to keep the same information in multiple places and manually updating it.
    Thank you!

    78 votes
    2 comments  ·  CCH Central  ·  Admin →
    How important is this to you?
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