8 results found
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Tasks & Appointments Homepage - Scrolls down when complete a task
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 votesWill be reviewed under the ITS logged.
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Generate a Report of all the Trust and Estate clients on CCH.
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 voteClosed based on resolution provided by Pat.
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Employee Library
Would like to be able to search the document employee library like the client library.
4 votes -
No 'Created by' when adding a new contact
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 -
Ability to detach tabs within a client
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 -
1 vote
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Delete jobs
Bulk complete/delete jobs
6 votes -
Facility to change the Client or Contact "Code"
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
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