110 results found
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Use of a Trusted Device option
As with other financial institutions, the option to have a "Trusted Device" to allow simpler login for any future app/web development. Allowing a client to access their account with a shorter passcode/face recognition/fingerprint.
32 votes -
1 vote
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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 -
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
22 votes -
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 -
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 -
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 -
Ability to add an Associated Contact to an existing thread where they were not included at the start.
Where a thread is set up and only includes some of the Associated contacts it is impossible to add further client Associations to the thread. It would be very helpful if this could be changed.
4 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 -
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 -
Switch off client filter in MTD OneClick by default
When going into MTD on OneClick and then under all clients there is a default filter entered to show your own clients. Would it be possible to please switch this filter off as its rather annoying having to clear the filter before being able to search for clients. Most of our staff submitting MTD returns aren't listed as a partner so doesn't really help them.
1 vote -
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.
3 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 -
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.
2 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
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