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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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13 results found

  1. SAVING ATTACHMENTS DOWN FROM PREVIOUSLY SAVED EMAILS

    Can we please have the ability to save attachments straight into Document Management when we open up an email within CCH. If the original user does not saved them down/the emails are automatically saved down it is a very long process to save it down separately

    6 votes
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  2. Merge Document save as PDF

    On creating a mail merge document, as a huge number of clients do not have access to MS Word, can they be converted to PDF on creation to email out. Also it would be useful to be able to attach to an email template for bulk issue. Were advised by Support to raise the PDF creation.

    1 vote
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    Acknowledged  ·  1 comment  ·  CCH Document Management  ·  Admin →
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  3. email

    I NEED YOUR SUPPORT AND VOTES TO MAKE DM MORE PRACTICAL!!!

    Currently when an email is received from a client by user1 who file the email in DM and then forward the same email to use2 (without making any changes), the email is filed again automatically. If user2 then forward it to user3 to action, this email is filed again. User3 will respond to the same email to user2 who will then respond to user1 once the work have been completed. In brief one email received from a client is filed more than once. I cannot see the benefit of…

    4 votes
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  4. Enable drag and drop of docs from DM to Windows (desktop or email)

    5 votes
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  5. Exclude Closed Clients on Email filing

    When filing emails it brings up all contacts when searching but doesnt have the option to 'exclude closed' - could this be added as it would save having to trawl through lots of 'smiths'!

    4 votes
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  6. When "email already filed" message comes up add Doc iD in message

    Its very difficult to track which email you have open if you have a lot of emails with the same or similar titles or many in a conversation

    3 votes
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  7. Reduction in scan quality

    The scan quality can drop drastically when using the Scan function. This does not happen when the same pdf document is uploaded into DM directly.
    Can we have the ability to drag and drop pdf documents in the Scan area where we only want to use the splitting function and not the OCR function which reduces the quality please.

    3 votes
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  8. Support Microsoft 365 AutoSave functionality

    Something that will prevent a lot of headache for your clients going forward! AutoSave will be enabled by default for a lot of people when migrating to new versions of Office, currently trying to upload or checkin when AutoSave is enabled does nothing.

    3 votes
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  9. Need ability to add extrafield variables eg Addressee and Clientcode to mail merge subject

    The mail merge subject field is currently fixed text so we cannot customise for each client.

    6 votes
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  10. Upload to Multiple Codes Prevents Task

    If a document is uploaded to multiple client codes and then a task is created, the task does not show up on task lists, only on the documents inbox.
    Tasks only show up on the task lists if a document is uploaded to one code, the task created and then the second client code added.
    This increases the likelihood of documents going missing as most staff only use the task list not the documents in box.
    We have 'lost' several documents as a result of this as staff do not always upload and add the task in the right order…

    3 votes
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  11. Display most recent linked email only

    Would it be possible to only display the most recent linked email in the main search results rather than every one? The previous emails can be seen by clicking on the link number in any case.

    6 votes
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  12. Manage Email Templates

    Option to inactivate email templates so they would not be available for use.

    2 votes
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  13. Saving documents in .docx rather than .doc

    At the moment any word documents added via the Documents tab is being saved as a .doc document. Would it be possible to change to save as .docx? Attach screenshot to illustrate.

    1 vote
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