96 results found
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Add a feature to archive or close contacts rather than just delete.
With only the option to delete a contact it is extremely frustrating to have to move documents from a contact to a client in document manager in order to delete them because you have to keep the documents for a certain period of time by law. These are contacts that we do not want to show up in reports anymore but may well be needed again in the future which if they are deleted means setting them up again and having to search for where their documents are to re attach them to the contact.
It would also mean that…
5 votes -
Ability to select which email address to use for an individual on each different association type they hold.
we have many client organisations who have(for example) a director with 2 different email address - one is to be used for billing and the other one is to be used for accounts queries. This director is associated to the ltd company as billing contact and as accounts contact, however both associations pull through the same primary email address.
We need to be able to select which email address is the primary for each association. e.g. when creating, the association of billing contact select Email 2, and when creating the association for Director select primary Email.20 votes -
Assignment Frequency & Algorithm
Currently, the 'weekly' algorithm only allows you to choose Wk1 / Wk2 ... Wk 50 / Wk 52 etc. It would be more helpful if the algorithm could relate to a particular date e.g. 'week-ending' 4-Apr and it then repeated weekly by date moving forward.
3 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 -
Can we have a core mapping for the Department field please
We use the department filed in Central to distinguish our teams i.e. Large Audit, Small business, VAT, Payroll, Tax. This functionality would make workbooks more focused. To make it work at the moment we employ a batch update to an Extra field that sync with WB. This is a fudge workaround requiring regular team member intervention and time.
3 votes
Evan Jones
responded
Hi Kevin
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
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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 -
Efiling Emails and PDFs
currently, if you upload a PDF from 2019 then that is the created date that shows, however if you upload an email from the same date, the created date shows as today. Would be great if the created date could be the date of the actual email.
3 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 -
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 -
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 -
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?
Thanks1 vote -
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 voteEvan 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
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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 -
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 error3 votesEvan 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
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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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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
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