110 results found
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Ability for a client to mark a message as dealt with/done
I have just had a call with a client who we act for personally and who we also act for several businesses. He has asked if its possible for him to mark a message or document from the client side of things as dealt with/done as when he logs in he is getting frustrated by not remembering if he has dealt with the message or document we have sent him.
4 votes -
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 -
Internal e-signing within central
Since the introduction of internal e-signing we have trialled putting the accounts report to be e-signed by partner once the client has e-signed the accounts. It isn't practical for the partner to log in to the portal via Browser, locate the message and e-sign the document, it's too time consuming.
This feature would be great if it were in Central and the employees signature be applied with a few clicks.
4 votesThank you for the idea. We'll monitor the response and use it to help shape our future roadmap.
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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 -
Ability to add an Associated Contact to an existing thread where they were not included at the start.
Where a thread is set up and only includes some of the Associated contacts it is impossible to add further client Associations to the thread. It would be very helpful if this could be changed.
4 votes -
VAT surcharges, penalties and repayments shown on VAT history
On the VAT Digital Account display surcharges, penalties and in the Liability history, and details of such payments against these.
4 votes -
The abilty to run a report on when a client last logged into their oneclick account
it would be useful if there was a report that we could run, showing when a user last logged into their oneclick account. This way the number of accounts, used can be monitored and any user that hasnt logged in for a while, can be contacted or the oneclick accounts deleted.
4 votes -
OneClick cc Partner and Manager on incoming notifications
Where a client sends a message and the client partner or manager aren't included can they be included in the notification email
4 votes -
Filter messages
Would it be possible to filter the messages to show only those that are unread.
3 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 -
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 -
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 -
Document tile should be removed and access via folder on side menu
When a client logs in they see a tile that says messages & documents, they click this then to 2 tiles one says messages and one is documents. Although the ability to hide documents to approve tile has been given, it still means client have to drill done 2 levels to access messages and can still get side tracked by the documents tile. The documents tile should be removed as there is already access to the documents folder in the side bar, or it should be renamed "Document Library" so clients are not tempted to click there rather than the…
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 -
More descriptive password prerequisites for OneClick account creation
Client struggled to set password on a new OneClick account on the account creation page for multiple days because they were using the £ symbol.
Message they had was just "special symbol". They were confused because they were using one and so thought they were doing it correctly. This issue is simple, the error message is vague and there isn't any instructions on the page as to what symbols are/aren't allowed.
Interestingly when a OneClick user is going through the password reset process and they use an invalid symbol there the error that is displayed is "The password contains invalid…
3 votesThank you for your feedback on this matter. We're reviewing to see what we can do to rectify this and will update once we know more.
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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 -
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 -
Option to turn off the automatic email when a client's account is suspended in CCH OneClick
When a client is suspended in CCH OneClick, they automatically get an email to let them know their account has been suspended.
There are situations where we don't want the client to be notified.
Could we have the option to turn off the automatic sending of the email.
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 -
out of office
Out of office notification.
Currently this is only visible to clients when they are creating a new message. This should also be visible to a client when replying to a message.
3 votes
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