81 results found
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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 -
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 -
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 -
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 -
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 -
Convert from Client to Contact without deleting OneClick Account
A client may decide for us to no longer undertake their personal Tax return but continue for us to produce accounts for the Limited Entity. Therefore they should be a contact, You cannot convert a Client with an Open OneClick account as apparently it has to be deleted. This also causes an issue if they are the only associated individual. Removing the association also has ramifications on Co Sec.
7 votes -
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 -
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 -
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 -
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 -
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 -
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 -
Show activation status on bills ready to print page
Allow a field to be added to show whether the client is activated on OneClick so that you know whether the invoice needs to be printed or whether a message can be created without having to leave the page and go into the client to check.
This way at month end it will enable us to view all the posted invoices and see which method is needed.
6 votes -
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 -
Bulk Update - Can Correspond With Client
Instead of having to go into each clients Message Centre individually and having to tick > Client Team > Can Correspond with client.
It would be useful and save a great deal of time to be able to do this via the Bulk Update option. You can do it with Client Teams but this doesn't flow through to the Client Team section for correspondence
6 votes -
Allowing access to existing portal documents to new (client) portal users
When we add say a new director to access a company's portal, we need them to be able to access documents uploaded and stored for the other directors (say sets of accounts going back 2-3 years). Currently, we have to upload the document again, thus storing more than one copy of the same file.
It would be useful to say, tick the documents from the documents dialog in Message Centre, then send Message to the new director/user with those EXISTING documents attached so avoiding the duplication.
6 votes -
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 -
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 -
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
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