4 results found
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Workflow generated emails - CC in an additional account on the email sent
When the WF is used to generate emails, it would be useful to be able to copy in specific CCH users to notify them that emails have been sent to clients.
The copied in users are then pre-warned that client may contact them regarding the email that has just been sent.
1 vote -
Close client routine
Closing a client should promtp to close all open workflows, joblines, and tasks. At the moment you can close a client with a part completed tax return workflow.
Also it shoud not be possible to create a tax return when a client is closed (currently it is).
20 votes -
Microsoft Power Platform Connector
CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.
For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.
4 votes -
Sorting active workflow tasks, on home page by due date of individual step in progress
It would be ideal if we could "sort" the milestones, on the home page by due date. This will allow staff to see In progress tasks in date order, when they have different due dates. This would be a good reporting tool.
12 votes
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