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| CCH OneClick |

Welcome to the Product Feedback Forum for CCH OneClick. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on. 


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| CCH OneClick |

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How can we improve CCH OneClick?

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85 results found

  1. Client Team details

    As well as the team member names being visible practices should also have the option to make other 'contact' fields in Central visible (e.g. telephone, mobile number, email address, role). You should then be able to configure what is visible in terms of these fields at a Practice wide level and then also on a client by client basis.

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  2. Reporting on CCH Portal fields.

    Include more available fields in terms of Portal, such as the date that an activation email was sent to a client. Ideally any fields in Central used by Portal should be available to report on.

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  3. Internal Notifications (e.g. message for review)

    At the moment, when a message is sent for review to another employee, there is no detail of which client this relates to or what the message subject is.

    It would be good to give notifications the option to add client specific detail and also the ability to know who has been copied in to any message.

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  4. MESSAGE TEMPLATE - EMPLOYEE SALUTATION FIELD

    Can we have "Employee Salutation" as a field to pick when creating a message template in portal, as employees are not only using their first and last names for email sign off etc.

    A similar feature in OneClick would be needed too.

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  5. Ability to activate an associated person as OneClick user for an individual/sole trader

    We have many sole traders who do not wish to access OneClick themselves and would rather have their bookkeeper or nominated contact deal with it. It would be useful to select who has OneClick access for an individual in the same way you do for an organisation.

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