Skip to content

| 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.

First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area .


This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal
home page to locate answers from our software documentation and knowledge base.  You can also use the orange Chatbot button on the homepage to request additional support.

| CCH Central Suite |

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

8 results found

  1. Tasks & Appointments Homepage - Jumps down when you complete a task when sorted by Due Date (may do even when not sorted) - it is very frustrating and time consuming to keep scrolling up all the time. I understand that this is a known issue and believe there may be an ITS already raised for it ? Can we get it to stay at the top

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CCH Central  ·  Admin →
  2. We need to start begin able to generate a report of Trust and Estate clients on CCH. The only way to do this currently is to create an extra field called “Trusts and Estates” in the extra tab.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  CCH Central  ·  Admin →
  3. Would like to be able to search the document employee library like the client library.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Completed  ·  0 comments  ·  CCH Central  ·  Admin →
  4. There is no 'Created by' when creating a new contact therefore we do not have any record of the employee who has created the contact

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Completed  ·  0 comments  ·  CCH Central  ·  Admin →
  5. Within a client, we had the ability to detach the tabs, but this function is no longer there.

    It was very useful to be able to detach a tab within a client by rightclicking and detaching. We used this to open the document centre tab on another screen, while doing work in AP or Tax returns so we could open supporting documents as needed without coming in and out of tabs. Please reinstate this functionality.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Completed  ·  0 comments  ·  CCH Central  ·  Admin →
  6. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Completed  ·  0 comments  ·  CCH Central  ·  Admin →
  7. Bulk complete/delete jobs

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Completed  ·  0 comments  ·  CCH Central  ·  Admin →
  8. Where an error is made when setting up a Client or Contact it is currently impossible to amend the Code. It would be really helpful if we could please.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Completed  ·  0 comments  ·  CCH Central  ·  Admin →
  • Don't see your idea?