67 results found
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Update "Disable OneClick User" template for associated contacts
When an associated contact is suspended or deleted from a contact/client they receive an email to say that their access has been removed. There is no indication on that email which associated contact/client it refers to. This causes confusion if they have access to more than one asscoiated client/contact. The name of the associated client/contact should be included in the email.
3 votes -
Resend/Reminder Messages Ability
Please would it be possible to resend a reminder to a client regarding a portal message you have sent them as it would be useful to be able to do this if the client doesn't read it rather than having to produce the message again.
Thank you
2 votes -
Show status of recipient when composing a message
When our user compose a OneClick message they select the recipient from the list - however there is nothing there to confirm if that recipient has activated their oneclick account or not. Could there be a notification either in brackets (eg pending activation) or using the Green and Grey target style symbols next to the name so that they can tell at a glance whether the recipient is an active user!
6 votes -
Ability to bcc member of client team in on portal message
Would be good to be able to blind copy a member of the client team into a portal message so that in the event the person who sent the message is busy or out of the office, the bcc person will get notified of the client approving documents.
4 votes -
incoming email notification to include a link to the message
If you're in the office at the point that a message arrives then you'd likely receive the yellow pop up. However, if you receive the email notification when working remotely then it'd be helpful if it included a shortcut to view the message within your OneClick web page.
3 votes -
O365 Forms, can these be used to drive data in to our CCH Central?
We are trying to improve our data flow and reduce user input. Could we use our O365 forms to load data in to CCH?
When our users are remote from the office and engaged with clients, we want to capture the data in realtime.3 votes -
When Client approves a document notify the sender and those cc'd into the original message
When a client approves a document only the sender of the document is notified. We would like the team members cc'd in to the original message to be notified as well
10 votes -
Warning when ending an association within an organisation with an active Oneclick account
Could there be a warning when ending an association within an organisation where the contact is active for the organisation’s OneClick account.
If left unchecked the contact would still have access to the organisation’s OneClick data. They may have even left the organisation.
3 votes -
Read receipt
This would also be good to have in the message centre on Central
8 votes -
Approval notifications
Approval notifications are only sent to the team member who sent the client the message, would be helpful if it was sent to the whole team on the portal?
4 votes -
Deleting Associations
When deleting an association say billing contact, please can you put it in place so you dont need to suspend the contacts Oneclick account to be able to delete. As this sends them an email informing them their account has been suspended when all we are really doing is updating our records for their billing contact.After deleting you then have to re-enable their OneClick account.
6 votes -
Re Adding Attachments to OneClick Message
When adding multiple attachments to a OneClick Message could we please have the ability to choose the order of the attachments, currently the only way to do this is to add each attachment separately in the order required.
Thank you8 votes -
Ability to activate an associated person as OneClick user for an individual/sole trader
We have many sole traders who do not wish to access OneClick themselves and would rather have their bookkeeper or nominated contact deal with it. It would be useful to select who has OneClick access for an individual in the same way you do for an organisation.
0 votes -
Show date of OneClick activation on CCH
The date that a client was sent the activation email AND the date that they logged in/became live need to be displayed on CCH.
This would help with chasing up pending activations and we would know if the email has expired.
The date that a client goes live needs to be recorded so that we can accurately bill clients for the service.
11 votes -
Client data page - useful information, reference numbers
It would be helpful if clients had a section in their own workspace containing their data, ie address, phone number, email address which links to Central so they can see at a glance we hold the correct information for them. Additionally lets include some useful information, ie their UTR, NI number, CT and personal liabilities due, due dates, how to pay info and reference numbers - perhaps this section can link to HMRC in a similar way the VAT accounts do. This information is most commonly asked by our clients and can take up valuable time by us providing it.
2 votes -
Reporting on CCH Portal fields.
Include more available fields in terms of Portal, such as the date that an activation email was sent to a client. Ideally any fields in Central used by Portal should be available to report on.
1 vote -
Client Team details
As well as the team member names being visible practices should also have the option to make other 'contact' fields in Central visible (e.g. telephone, mobile number, email address, role). You should then be able to configure what is visible in terms of these fields at a Practice wide level and then also on a client by client basis.
1 vote -
Icon to change colour on suspended accounts
It would be helpful if the OneClick icon on the client search screen changed to a different colour if the account has been suspended. We have grey for not activated and green for activated but at a quick glance if it were a different colour for suspended that could be helpful.
5 votes -
Notification when client doesn't wish to sign up for OneClick
• At present those clients that have clicked the link and then activated but decided not use it will notify the practice that they do not want to use it and cannot be clearly marked as this being the case to avoid them being invited again. We are aware that they can add a field into central but they would prefer something around the status column on client list that stands out - Maybe a red status option for when the status is not green or greyed out.
128 votes -
Add an option to the new client wizard "do you want to activate this client on oneclick?
Is it possible to add an option to the new client wizard "do you want to activate this client on oneclick? with a yes/no option so that activation becomes part of the standard set up process.
3 votes
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