98 results found
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Option to set clients up to use OneClick for document approval only, not receiving bills.
The majority of our clients do not like to receive bills through OneClick, and would like to use OneClick for approving accounts / tax documents only. There is no way to identify these clients, it seems to be an all or nothing system. Because of this we end up de-activating a lot of clients and reverting to email correspondence.
It would be great if there were 2 different types of accounts, for example a green circle for clients who want to receive everything including bills, and maybe a yellow circle for clients who only want to receive docs for approval…1 vote -
Open Integration to support multi-currency
More and more clients are using multi-currency now. And with more and more entities using software this would be a massive time saver
1 vote -
Print selected pages in the Message Centre
We need the ability to print selected pages of a long message chain in the Message Centre. At the moment the only option is print all pages with other options greyed out.
1 vote -
Client list on Oneclick - ability to export
The All Clients screen on oneclick only shows 20 on a page ideally a button to show more per page, or a scrolling list would be good. Also the ability to export the list as a excel sheet should be there, so we can do comparison with the on premise list on central.
2 votes -
Set the font size of a message to a larger font permanently
When we create a message in OneClick the previous font we chose is automatically there but it is always size 9. Can it be set to 11 by default, even different firms having their own font and size set up in configuration
2 votes -
Upgrade Service Monitor Tools & Reporting
The ServiceMonitor tool could be improved to include a live test function to pinpoint a point of failure.
The ‘ServiceMonitor’ tool and ‘Practice Portal Service Status’ tool currently provide information that is misleading and of little use when there are issues with the service. The regular community updates are not a substitute for a live system test tool leading to wasted resource as calls to support are made to check service status when issues occur.
2 votes -
1 vote
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OneClick Messages - Practice Review and Forward Notification
It would be helpful to be able to add the client name and code fields to the notification so reviewers can see which client the review is for.
8 votes -
An amber icon if the client is active but hasn't activated MFA
It would be really helpful to be able to see which clients have activated MFA by using an amber icon. Since MFA was applied we still have green icons for all of the clients previously active but have no way of identifying who can still access info now that MFA is compulsory.
5 votes -
OneClick icons
OneClick icon has various icons on left hand side and would be useful if when mouse is over an icon a pop up bubble tells you what it is
2 votes -
help button
There does not appear to be a ehlp button within OneClock portal
1 vote -
Document ID number visible for attachments in portal
Enable 'field choser' so that you can see more information on the document you might want to attach - i.e. Document ID
4 votes -
OneClick status history
Would it be possible to include a history of status changes on the OneClick status page.
We had a couple of clients have issues on Monday but by the time I checked the status page it said everything was fine. That meant we had unresolved issues which I had to raise with support.
If I could have seen that the status had reflected the issues for a few hours in the morning, I could have gone back to the clients to inform them of this without having to take up support time and provide a delayed response to my clients.
1 vote -
Digital Data Request/Review
Hi would it be possible for a instruction manual for this product for the client or user at the accountancy practice
1 vote -
Default font size in CCH OneClick
When opening a new message it always comes up with default font size of 9 which is way too small. The font itself stays the same but every message we have to change the font size to 11. We would either like it to stay the same as it was in the last message or have the ability to set the default in the configuration.
3 votes -
Sending PDF documents through OneClick mail merge
We should have the ability to do a mail merge to OneClick users and attach PDF documents, not only Word documents.
3 votes -
Default billing email address/contact
We have not even finished migrating to OneClick and already have found a backward step!
For bills that were emailed, we previously had our billing email address stored as the primary emal address, so that when raising a bill that was set to be delivered by email by default, it automatically generating an email to the correct email address.
OneClick migration has meant that we have, in certian circumstances removed an individuals' email address from the business' primary email addressa and as such, can no longer gererate an email template by default to the correct email address.
Why should we…
9 votesWe offer a best practice approach to storing emails for clients and contacts. Using this should help mitigate any problems encountered with use of email addresses.
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Move / transfer messages from a OneClick account to a replacement account
For instance, now using Medical formats all old messages are under the old client code. Needed to create a new client code to use the new accounts formats.
Would be helpful to MOVE all the existing messages / attachments to the new OneClick account so the old one can be suspended and then deleted.
Similar scenario, were operating as an LLP, now a Limited company. Would be useful to move the historical messages to the new client code. The old client can then be closed.
5 votes -
It would be nice to be able to report across all client to show messages left in Draft state
We aleardy have a report that shpws message thart need to be dealt with. It would be nice to have a report that shows message tyhat are still in draft message. This would helpo when the message have failded to be sent out due to tech issues.
1 vote -
Ability to add images/branding to message templates
We are using the functionality within OneClick to send a welcome message to clients when they first activate their accounts. It would be really useful if we could add our firm's logo/branding to this message, in order for it to look more official and improve clients' perception. The functionality to embed a URL appears to exist within email templates, but not message templates.
0 votes
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