7 results found
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New functions on CCH one click
- Enable customize the platform interface (appearance)
- set up a search function
- Create folders and subfolders to sort communication by topic.
- Display of communication sorted by year and month
- All authorized employees/partners should be able to view correspondence, even if they were not CC’d → full access for everyone to all communication.
- Function to save planned email correspondence as a draft
1 voteThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
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Best regards,
Product Development
Wolters Kluwer UK TAA
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Ability for clients to access the "My Login Preferences" tile on a phone
Clients cannot change their MFA method on a phone and have to use a computer - this is useless for a lot of clients who only have access to a phone. Please can the Login Preferences tile be made available on a mobile devices.
2 votesThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Bulk suspension / deactivation
Just as there is a bulk activation option, there should also be a bulk deactivation too.
We have almost 200 clients to remove Oneclick functionality for and this looks to be an incredibly laborious exercise.
There also needs to be a way to suspend / delete Oneclick accounts silently without sending any notifications spamming the client!!
Currently the system want to email each contact x each role x each client as per https://help.wolterskluwer.co.uk/Customers/s/article/CCH-OneClick-Why-did-my-suspended-client-receive-multiple-emails-advising-that-they-had-been-suspended.
This is completely ridiculous and highly unprofessional spamming.2 votesThank you for your suggestion. We'll monitor the responses and take this into account for future feature planning.
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Videos need to be able to be uploaded
Hi
With all the enhanced CDD we need to do. We have to ask our overseas clients to send us a video of them with their photo ID. We would have expected this could be done through the portal but it appears it can't
Can this be added please.
1 vote -
Just one document approval email
If we send a message to a client with 4 documents requiring approval, and the approval reminder service is switched on, it would be better if just one reminder email was sent to the client. Rather than them being bombarded with 4 separate emails all saying exactly the same thing. The emails are not specific to the document anyway so there is no need for several, it just annoys the clients.
4 votes -
A more obvious indicator in CCH for live OneClick clients
At the moment you have to view a client through the CCH client search facility to see if there is a green symbol next to their name, or click into associated and click on OneClick status to see if they are pending or live.
These methods aren't the most practical and it would make more sense for the OneClick status of a client (along with date of activation) to be more obvious, e.g a coloured banner at the top, or the green symbol displayed at the top when viewing any of the tabs within a client.35 votes -
Personal details from Central to show on clients oneclick
Clients can then access details without having to contact us i.e. NINO, UTR etc and also can let us know if any information is incorrect.
Perhaps add the ability to alter some details on the portal and Central to be updated and an e-mail notification to the practice.
6 votes
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