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| CCH OneClick |

Welcome to the Product Feedback Forum for CCH OneClick. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on. 


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How can we improve CCH OneClick?

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97 results found

  1. approval per document

    When uploading several documents to the portal, the document approval applies to all documents. It would be better if it applied to each document individually. That was a set of accounts can be approved by directors A and B, the letter of rep approved by director A the board minutes by director B etc rather than having to gather approval on all documents from everyone. Currently people may try and send these documents in different messages to get around this, which creates further untidiness for both us and our clients.

    8 votes
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  2. Archive older messages

    Would clients be able to archive/hide older messages that are staying in the portal. This is an issue due to greater use and the requirement for documents to be sent with a message. Documents are easier as they are grouped into the relevant folders but message have no such functionality and therefore just having a long list of all previous messages is untidy and frustrating for some clients, particularly where they are trying to find information in a previous message.

    Alternatively, they may be able to suggest message for deletion that we can then action our end?

    8 votes
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    1 comment  ·  Messages & Documents  ·  Admin →
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  3. Forwarding a portal message to another contact of the client team

    Currently ability to forward a message already on portal is only available internally to employees within the firm, however, it would be good to be able to forward the message to other associated contacts of the client. Currently we have to recreate the message to the other client team member.

    7 votes
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  4. Portal Messages - More merge fields

    We could do with some more merge fields when sending messages - for example, additional portal contacts do not have their own "Salutation" field, and it just pulls it from the main company.

    4 votes
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  5. Audit trail on portal documents

    Like the document centre allow us to see who has opened the document, who has saved the document into central document system etc.

    1 vote
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    Acknowledged  ·  0 comments  ·  Messages & Documents  ·  Admin →
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  6. Easier filing to DM for Portal documents

    To file a document in DM you currently have to click Documents, go to the correct folder, select the document then Move to DM – it’d be so much easier to have an icon next to the document in the preview panel

    7 votes
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    Acknowledged  ·  0 comments  ·  Messages & Documents  ·  Admin →
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  7. Enable client to view documents they attach to a message before it is sent

    Currently a client is unable to view the documents they have attached to their message prior to pressing send, which meant they were unable to check that they had included the correct documents.

    I am aware that when I use the Messaging Centre to send documents to clients there is a hyper link to all the attachments which can be viewed prior to pressing send.

    Can we enable this feature for clients?

    9 votes
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  8. Seperate "delete draft messages" and "delete messages" security permissions

    Currently, you are only able to delete draft messages if you have both "delete draft messages" AND "delete messages" task permissions ticked.

    We do not want any messages deleted, but if mistakes are made in a draft message and need to be deleted, it would be useful if the person who drafted it could do so.

    13 votes
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  9. Associate contact saluation

    could we please have an option to use the Ass Contact Salutation within the message template? Currently the Client Salutation is the only one available

    6 votes
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  10. where the non activated users that have signed up for the Portal, can they get an automatic message reminding them to sign up

    29 votes
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  11. Message Tracker - to always include the client code, and a clearer reason for why a message might fail to send

    7 votes
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  12. Automatically convert documents to PDF for Portal

    If a user tries to publish a word document to portal they should get the option to convert to a PDF at the upload stage rather than have to create a PDF collection first

    28 votes
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  13. Reminders for documents pending approval

    It would be useful if the frequency of reminders (if not also number of them) could be chosen (or changed from default) when publishing the document to the portal.

    Initial thoughts are that throughout Nov, Dec and Jan we would like more frequent reminders for tax returns requiring approval. We could set this globally for all documents pending approval. However, this means that lots of clients will also be constantly emailed to approve their company accounts (which may not be in a rush to be submitted), or an updated engagement letter etc.

    6 votes
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  14. To be able to see the client's view of the portal

    I would like the ability to see what the client is seeing on the portal - especially where there are individuals with different rights.

    7 votes
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  15. Portal - if message has been read or a tick to ask if the message has been read

    It is important to know if the message has been read as presently the only way to know is by phoning the client. Or there should be a tick to let us know when a message has been read. I know we get to know if the doc are approved but need to know if messages we sent have been read.

    3 votes
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  16. Forward Portal message to other users automatically

    Can you add a way to automatically forward Portal messages to another user if you are of the office?

    5 votes
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  17. Notifications that a message has not been read

    It would be nice to know if a portal message is still unread after, say, a week. Perhaps a notification into the Portal inbox of the original sender?

    19 votes
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