110 results found
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Deleting Associations
When deleting an association say billing contact, please can you put it in place so you dont need to suspend the contacts Oneclick account to be able to delete. As this sends them an email informing them their account has been suspended when all we are really doing is updating our records for their billing contact.After deleting you then have to re-enable their OneClick account.
6 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 -
Please feed the Salutation field within Email Template messages from the associate contact record and not the main company
the salutation field is apparently fed from the main company record yet the title, first name and last names are fed from the associate contact. It would be helpful for this at least to be noted on this screen but ideally for the salutation to be fed from the associate contact recipients
10 votes -
Ability to activate an associated person as OneClick user for an individual/sole trader
We have many sole traders who do not wish to access OneClick themselves and would rather have their bookkeeper or nominated contact deal with it. It would be useful to select who has OneClick access for an individual in the same way you do for an organisation.
0 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 date of OneClick activation on CCH
The date that a client was sent the activation email AND the date that they logged in/became live need to be displayed on CCH.
This would help with chasing up pending activations and we would know if the email has expired.
The date that a client goes live needs to be recorded so that we can accurately bill clients for the service.
11 votes -
Client data page - useful information, reference numbers
It would be helpful if clients had a section in their own workspace containing their data, ie address, phone number, email address which links to Central so they can see at a glance we hold the correct information for them. Additionally lets include some useful information, ie their UTR, NI number, CT and personal liabilities due, due dates, how to pay info and reference numbers - perhaps this section can link to HMRC in a similar way the VAT accounts do. This information is most commonly asked by our clients and can take up valuable time by us providing it.
2 votes -
Reporting on CCH Portal fields.
Include more available fields in terms of Portal, such as the date that an activation email was sent to a client. Ideally any fields in Central used by Portal should be available to report on.
1 vote -
out of office
Out of office notification.
Currently this is only visible to clients when they are creating a new message. This should also be visible to a client when replying to a message.
3 votes -
Client Team details
As well as the team member names being visible practices should also have the option to make other 'contact' fields in Central visible (e.g. telephone, mobile number, email address, role). You should then be able to configure what is visible in terms of these fields at a Practice wide level and then also on a client by client basis.
1 vote -
Multi Factor Authentication Activation email
Multi Factor Authentication Activation email
The line where it states that the activation code is only valid for 5 minutes should be in bold, so that this is really clear to clients.
1 vote -
Icon to change colour on suspended accounts
It would be helpful if the OneClick icon on the client search screen changed to a different colour if the account has been suspended. We have grey for not activated and green for activated but at a quick glance if it were a different colour for suspended that could be helpful.
5 votes -
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 -
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 -
Add an option to the new client wizard "do you want to activate this client on oneclick?
Is it possible to add an option to the new client wizard "do you want to activate this client on oneclick? with a yes/no option so that activation becomes part of the standard set up process.
3 votes -
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 -
Digital Data Review
Need the facility to be able to print the data / create a pdf. For instance, client just sent info with a long list of Gift Aid payments, they CANNOT be imported directly so you need to manually enter them. A pdf would make life so much easier and allow for an audit trail without revisiting the OneClick website to verify the entries.
6 votes
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