97 results found
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Read receipt
This would also be good to have in the message centre on Central
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 -
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 -
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 -
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 -
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 -
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 -
7 votes
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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 -
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 -
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
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