81 results found
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Convert from Client to Contact without deleting OneClick Account
A client may decide for us to no longer undertake their personal Tax return but continue for us to produce accounts for the Limited Entity. Therefore they should be a contact, You cannot convert a Client with an Open OneClick account as apparently it has to be deleted. This also causes an issue if they are the only associated individual. Removing the association also has ramifications on Co Sec.
7 votes -
Date record on OneClick Activation
There is no date record of when a OneClick Activation has been issued, also when an Activation email has been re-sent. Clients could potentially get several requests by different employees really annoying and confusing them.
Also in respect of un-Suspended clients, they apparently get an email but again there is no record nor how they should deal with that. There should be date records of what actions have taken place.
3 votes -
Client Email Notifications
Our clients have feedback that they would like to see a subject title or details of what the portal message is in portal message notification. We would like the CCH portal message that notifies you that you have a portal message to say:
(Sender) has sent you a message regarding (the subject of the message). To view this message please access the client’s message center within CCH Central.
If we can not have the subject of the message then can we have a list of choices to select e.g. Fee. Accounts, P11D, Tax return etc
23 votesYour idea submission has been proposed
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Best regards,
Product Development
Wolters Kluwer UK TAA
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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 -
Ability to blind copy (bcc) contacts into messages
It would be helpful in certain situations to bcc recipients into messages so that they can see that something has been sent, but without becoming embroiled in the rest of the message chain.
13 votes -
Suspending an employee's OneClick account
Currently when suspending an employee's OneClick account you only have the option to replace that employee with another for the OneClick team. What happens if you don't know the replacement yet or your firm has decided not to replace that employee because they are more junior or a member of the admin team perhaps? The solution that was given was to just replace with anybody, well that doesn't always work and you don't want your clients to see a random person in their team. The alternative is to change the employee's email address so when they try logging in they…
23 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 -
Internal Notifications (e.g. message for review)
At the moment, when a message is sent for review to another employee, there is no detail of which client this relates to or what the message subject is.
It would be good to give notifications the option to add client specific detail and also the ability to know who has been copied in to any message.
1 vote -
The abilty to run a report on when a client last logged into their oneclick account
it would be useful if there was a report that we could run, showing when a user last logged into their oneclick account. This way the number of accounts, used can be monitored and any user that hasnt logged in for a while, can be contacted or the oneclick accounts deleted.
4 votes -
OneClick cc Partner and Manager on incoming notifications
Where a client sends a message and the client partner or manager aren't included can they be included in the notification email
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.32 votes -
Show status of messages received by multiple members of staff
It would be useful for staff to be able to flag messages in the message centre when received from a client. Sometimes clients will send a message to multiple staff members, and neither of them knows if the other is dealing with the message. We need to be able to flag them as "in progress" or "completed" to avoid any confusion.
6 votes -
1 vote
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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 -
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 -
Read receipt
This would also be good to have in the message centre on Central
8 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 -
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 -
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
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