97 results found
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Approval notifications
Approval notifications are only sent to the team member who sent the client the message, would be helpful if it was sent to the whole team on the portal?
4 votes -
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 -
Date record on OneClick Activation
There is no date record of when a OneClick Activation has been issued, also when an Activation email has been re-sent. Clients could potentially get several requests by different employees really annoying and confusing them.
Also in respect of un-Suspended clients, they apparently get an email but again there is no record nor how they should deal with that. There should be date records of what actions have taken place.
3 votes -
O365 Forms, can these be used to drive data in to our CCH Central?
We are trying to improve our data flow and reduce user input. Could we use our O365 forms to load data in to CCH?
When our users are remote from the office and engaged with clients, we want to capture the data in realtime.3 votes -
Filter messages
Would it be possible to filter the messages to show only those that are unread.
3 votes -
Update "Disable OneClick User" template for associated contacts
When an associated contact is suspended or deleted from a contact/client they receive an email to say that their access has been removed. There is no indication on that email which associated contact/client it refers to. This causes confusion if they have access to more than one asscoiated client/contact. The name of the associated client/contact should be included in the email.
3 votes -
Ability to bcc member of client team in on portal message
Would be good to be able to blind copy a member of the client team into a portal message so that in the event the person who sent the message is busy or out of the office, the bcc person will get notified of the client approving documents.
3 votes -
Warning when ending an association within an organisation with an active Oneclick account
Could there be a warning when ending an association within an organisation where the contact is active for the organisation’s OneClick account.
If left unchecked the contact would still have access to the organisation’s OneClick data. They may have even left the organisation.
3 votes -
DDR download
I'm really suprised this isn't a feature already but, we need the ability to bulk download documents attached to an income source on the DDR. we have the ability to download in bulk from M & D but not on the DDR Attachments.
3 votes -
Sorting of VAT Periods in One Click
While it is possible to sort the columns on the VAT Client screen manually there appears to be no logic to the default order in which periods appear. Surely the default position should that the periods are sorted by the due date, with the latest at the top. It is frustrating that you have to click on multiple screens. It is also frustrating that the user choices of sorting are not retained.
3 votes -
Allow us to access client recovery codes
Can you please allow us to access clients recovery codes.
Having to log a support call whenever they are needed is a frustrating waste of time, especially during busy periods, and onoly frustrates clients more.3 votesThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Add an option to the new client wizard "do you want to activate this client on oneclick?
Is it possible to add an option to the new client wizard "do you want to activate this client on oneclick? with a yes/no option so that activation becomes part of the standard set up process.
3 votes -
Resend/Reminder Messages Ability
Please would it be possible to resend a reminder to a client regarding a portal message you have sent them as it would be useful to be able to do this if the client doesn't read it rather than having to produce the message again.
Thank you
2 votes -
Bulk suspension / deactivation
Just as there is a bulk activation option, there should also be a bulk deactivation too.
We have almost 200 clients to remove Oneclick functionality for and this looks to be an incredibly laborious exercise.
There also needs to be a way to suspend / delete Oneclick accounts silently without sending any notifications spamming the client!!
Currently the system want to email each contact x each role x each client as per https://help.wolterskluwer.co.uk/Customers/s/article/CCH-OneClick-Why-did-my-suspended-client-receive-multiple-emails-advising-that-they-had-been-suspended.
This is completely ridiculous and highly unprofessional spamming.2 votesThank you for your suggestion. We'll monitor the responses and take this into account for future feature planning.
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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 -
incoming email notification to include a link to the message
If you're in the office at the point that a message arrives then you'd likely receive the yellow pop up. However, if you receive the email notification when working remotely then it'd be helpful if it included a shortcut to view the message within your OneClick web page.
2 votes -
When there is a signing order, emails should only be sent once the document can be signed.
At the moment, if you set up the signing order 1,2,3, all 3 people get the notification to e-sign at the same time. However, if person 3 logs in, they cannot sign it yet. It would be better if the email was only generated at the point where the document is actually ready to be signed by that person.
2 votesYour submission is now under review
Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.
We appreciate your input and will keep you updated as we make progress.
Best regards
Product Development
Wolters Kluwer UK TAA
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Just one document approval email
If we send a message to a client with 4 documents requiring approval, and the approval reminder service is switched on, it would be better if just one reminder email was sent to the client. Rather than them being bombarded with 4 separate emails all saying exactly the same thing. The emails are not specific to the document anyway so there is no need for several, it just annoys the clients.
2 votes -
Company details and signature automatically added to portal message similar to emaisl
When sending a portal message it would be good for our company details and the signature of the person sending it to automatically apear at the foot of the message. Similar to emails.
2 votesThank you for submitting your idea to us!
We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.
Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.
Best regards,
Product Development
Wolters Kluwer UK TAA
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Client data page - useful information, reference numbers
It would be helpful if clients had a section in their own workspace containing their data, ie address, phone number, email address which links to Central so they can see at a glance we hold the correct information for them. Additionally lets include some useful information, ie their UTR, NI number, CT and personal liabilities due, due dates, how to pay info and reference numbers - perhaps this section can link to HMRC in a similar way the VAT accounts do. This information is most commonly asked by our clients and can take up valuable time by us providing it.
2 votes
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