110 results found
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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 -
Add note to users that WK Account Recovery Codes Must be saved
At the Recovery Codes point, please add you MUST save these codes
16 votes -
Improve the e-sign User Experience on mobile devices
The e-Sign and Submit and navigating arrows Icons are not obvious on a mobile phone. Can the arrows be replaced with the word NEXT and the e-Sign Icon needs to say E-Sign, rather than being a pen symbol as this is not obvious what the icon actually is.
15 votes -
Improve the 2FA setup user experience for Clients
Please can you put the 2FA options in a different order so that SMS is the first option, the Authenticator App 2nd and the E-mail last (this is because most clients are not yet familiar with the Authenticator App
13 votes -
Improve e-Sign user experience on Mobile devices
Visibility on a phone is difficult and when you click the arrow to take you to the signing prompt you still have to scroll down to view the signing prompt area and this is not obvious to most clients. Please can it go directly to the signing prompt to avoid any confusion.
13 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 -
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 -
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 -
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 -
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 -
Hold back message notifications until after activation
Please can OneClick hold back message notifications to clients until the client has finished the activation process.
At present, when we setup a client on OneClick for the first time, it is usually because we want to send them something. As soon as the client has been activated on our end, staff then proceed to the message centre tab and send a message/document.
On the clients end, they then receive two emails within a short amount of time and 9/10 times they skip the activation email and go straight to the message notification email instead. What happens then is the…
10 votes -
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 -
A notification system for message failures
Some kind of alert that notifies staff members that their message has not been delivered. The message tracker relies on checking it and doesn't clearly state the client. It also means staff members need to keep an eye on all messages going out and not just the ones they are responsible for.
9 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 -
Read receipt
This would also be good to have in the message centre on Central
8 votes -
Client Suspended Email
When a client is linked to two different OneClick accounts (personal & Company for example) and you close one. The client just gets an email to say there account is suspended and we have had clients worried that their account has been closed.
It would be better if it said - Your ‘Company Name’ OneClick access has been suspended for ‘Company Name’.
8 votes -
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 -
Enable clients to use Alias rather than given name
I number of client use thier middle name on a daily basis but thier full name on official documents. At present messages are sent address using the full name. Please can we use the alias or salutation on the message.
8 votes -
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 -
Green / Grey Circle also needs an alternative
For users that are red/green colour blind, identifying the difference between grey and green is extremley difficult.
ideally in the field chooser having the wording one click status to be 'activated' or 'pending' would be a suitable alternative for those who cannot differentiate the circle colour.7 votes
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