108 results found
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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.
142 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 -
Improve e-sign User Experience
E-SIGN ISSUES - It is NOT clear to clients that they have to click the small box next to the document link to activate the green e-Sign button - This needs to be made clearer in some way, as several clients struggle with this step Suggest that when the client clicks the document link it downloads the document but also shows the Green e-Sign button to allow the client to sign
59 votes -
Manual reminders sent to client
We need to be able to RESEND a document as a reminder to the client to sign – it would be preferable that we do this manually so it is easier for the client to locate in the inbox after a reminder phone call. We DO NOT want automated reminders as this annoys clients.
43 votes -
Add recipients during e-sign setup
We need to be able to edit recipients so that we can add a recipient in whilst setting the signing prompts. At the moment, if you realised there are two signing whilst you are in the document, you have to start the whole process again.
36 votes -
Custom merge fields in message templates
Templates - can we have the ability to create our own merge fields as managers would like their qualifications on the sign off. We would also like to be able to add a field that pulls through the CT filing deadline (i.e. 9 months and 1 day)
35 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 -
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 -
Admin POV: Notification When Message has Failed to Send (Red Light)
Recently we have had an issue with a user sending an email to a client, the user got the popup window saying that the message had been sent. Later found out that the client never recieved to message.
Looking in the Message Tracker we could see that it had a Red light (not been sent).
From an IT/Admin POV we would like some kind of alert or notification that a message has failed to send.32 votes -
Ability to remove "requires approval"/pending requirement without deleting message/document.
When sending a document for approval through portal it sits as pending. Sometimes the approval is sought in other ways or is no longer required so the ability to remove the approval requirement and therefore the pending status would be useful for monitoring without deleting the record that the communication was sent or the document.
29 votes -
29 votes
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Mandatory 2FA when client activates their account
In order to make the activation process easier, please remove the option to do the 2FA process later as this has to be done straightaway in order for the client to be fully activated. This is causing a lot of confusion and then causing further issues as clients are leaving the 2FA until later, then they are not set up which is then becoming an issue when we are sending the documents to sign.
29 votes -
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
27 votes -
Improve Client account set up user experience
In the Activation box, instead of Your Password, can it say “Create a password here” in the box as clients tend to think that they already have a password
27 votes -
Portal Message Centre for Un-activated clients
Would it be possible to diable the ability to send portal messages to contacts who are yet to activate their portal?
At the moment, as long as you have sent them the activation link, regardless of whether they have activated or not, you can send a message.
25 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 -
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…
21 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 -
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 -
Improve the user experience for e-Sign when amending the signature
Several clients have said that the signature is unprofessional so please can the CHANGE SIGNATURE OPTION BE MADE MORE OBVIOUS, as currently you have to click on the auto signature to get the Change signature option up.
18 votes
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