67 results found
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Send mail merge docs via Oneclick
We would like to be able to send mail merge documents, such as the aide memoire, debtors statements etc via the individuals secure messages and documents center.
5 votes -
Ability for Reviewer to send as creator
We would like the OPTION for the person reviewing a message to send on behalf of the creator so the client sees the message from the creator rather than reviewer. As we understand it, currently a creator sends a message for review and the reviewer has the choice to send as them self or it requires that they send it back to the creator in review so that the message can then be sent from the creator. Often it would be easier if the reviewer could just approve and release the sending of message. (as raised at the southern user…
20 votes -
CC function improvement to add contacts
It would be very useful to add contacts into an ongoing conversation by CC when they were not originally included. Currently if you want to cc someone in later you have to start a new message.
7 votes -
Search facility
It would be useful to have a search facility for OneClick message content, similar to search in emails for example, as it is sometimes difficult to find an older message that referred to a specific matter if it was not in the subject line or if it was part of a reply etc
16 votes -
Change notification default email
It would be great if you could change the default email from notifications@accountantspace to a partner/manager email address so it avoids the OneClick email going to junk and clients can easily find the email.
1 vote -
Associated contacts and Data request
When adding Data request to an individual the associated contacts for messages are also able to see the request. This should not be automatic, there are various GDPR issues, as this is personal income sources.
Associated contacts may include 3rd party (e.g. mortgage brokers) where they are only sent selective information such as tax overviews, not full details.
Associated contacts shoudl never have full information.
1 vote -
Show activation status on bills ready to print page
Allow a field to be added to show whether the client is activated on OneClick so that you know whether the invoice needs to be printed or whether a message can be created without having to leave the page and go into the client to check.
This way at month end it will enable us to view all the posted invoices and see which method is needed.
6 votes -
Hold back message notifications until after activation
Please can OneClick hold back message notifications to clients until the client has finished the activation process.
At present, when we setup a client on OneClick for the first time, it is usually because we want to send them something. As soon as the client has been activated on our end, staff then proceed to the message centre tab and send a message/document.
On the clients end, they then receive two emails within a short amount of time and 9/10 times they skip the activation email and go straight to the message notification email instead. What happens then is the…
10 votes -
Clients want save message as draft
A client has complained that if she is interrupted when creating a message it times out after a period of time and she loses what she has typed. It would be useful to have a save as draft option for them.
173 votes -
MESSAGE TEMPLATE - EMPLOYEE SALUTATION FIELD
Can we have "Employee Salutation" as a field to pick when creating a message template in portal, as employees are not only using their first and last names for email sign off etc.
A similar feature in OneClick would be needed too.
0 votes -
Client Suspended Email
When a client is linked to two different OneClick accounts (personal & Company for example) and you close one. The client just gets an email to say there account is suspended and we have had clients worried that their account has been closed.
It would be better if it said - Your ‘Company Name’ OneClick access has been suspended for ‘Company Name’.
8 votes -
Allowing access to existing portal documents to new (client) portal users
When we add say a new director to access a company's portal, we need them to be able to access documents uploaded and stored for the other directors (say sets of accounts going back 2-3 years). Currently, we have to upload the document again, thus storing more than one copy of the same file.
It would be useful to say, tick the documents from the documents dialog in Message Centre, then send Message to the new director/user with those EXISTING documents attached so avoiding the duplication.
6 votes -
Ability to remove "requires approval"/pending requirement without deleting message/document.
When sending a document for approval through portal it sits as pending. Sometimes the approval is sought in other ways or is no longer required so the ability to remove the approval requirement and therefore the pending status would be useful for monitoring without deleting the record that the communication was sent or the document.
32 votes -
Enable clients to use Alias rather than given name
I number of client use thier middle name on a daily basis but thier full name on official documents. At present messages are sent address using the full name. Please can we use the alias or salutation on the message.
8 votes -
A notification system for message failures
Some kind of alert that notifies staff members that their message has not been delivered. The message tracker relies on checking it and doesn't clearly state the client. It also means staff members need to keep an eye on all messages going out and not just the ones they are responsible for.
9 votes -
approval per document
When uploading several documents to the portal, the document approval applies to all documents. It would be better if it applied to each document individually. That was a set of accounts can be approved by directors A and B, the letter of rep approved by director A the board minutes by director B etc rather than having to gather approval on all documents from everyone. Currently people may try and send these documents in different messages to get around this, which creates further untidiness for both us and our clients.
8 votes -
Archive older messages
Would clients be able to archive/hide older messages that are staying in the portal. This is an issue due to greater use and the requirement for documents to be sent with a message. Documents are easier as they are grouped into the relevant folders but message have no such functionality and therefore just having a long list of all previous messages is untidy and frustrating for some clients, particularly where they are trying to find information in a previous message.
Alternatively, they may be able to suggest message for deletion that we can then action our end?
8 votes -
Forwarding a portal message to another contact of the client team
Currently ability to forward a message already on portal is only available internally to employees within the firm, however, it would be good to be able to forward the message to other associated contacts of the client. Currently we have to recreate the message to the other client team member.
7 votes -
Portal Messages - More merge fields
We could do with some more merge fields when sending messages - for example, additional portal contacts do not have their own "Salutation" field, and it just pulls it from the main company.
4 votes -
Audit trail on portal documents
Like the document centre allow us to see who has opened the document, who has saved the document into central document system etc.
1 vote
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