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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.

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 |

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How can we improve CCH Central Suite?

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4 results found

  1. Allow documents to be created from the global document centre onto clients

    Allow documents to be created via "create" button from the global document centre onto clients/into client library rather than requiring you to go into the client first, navigate to the client document centre tab first - if nothing else being able to open a identical screen that doesn't let you add something to the client library is a bit confusing.

    3 votes
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    Acknowledged  ·  1 comment  ·  CCH Document Management  ·  Admin →
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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. Manage Email Templates

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

    2 votes
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    Acknowledged  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  4. 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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    Acknowledged  ·  0 comments  ·  CCH Document Management  ·  Admin →
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