A more obvious indicator in CCH for live OneClick clients
At the moment you have to view a client through the CCH client search facility to see if there is a green symbol next to their name, or click into associated and click on OneClick status to see if they are pending or live.
These methods aren't the most practical and it would make more sense for the OneClick status of a client (along with date of activation) to be more obvious, e.g a coloured banner at the top, or the green symbol displayed at the top when viewing any of the tabs within a client.
Muhammad Azeem
shared this idea
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Fiona Murray
commented
Also I have just discovered that when you run a Report on Portal Activation staus it returns 'Activated' for anyone who has been sent the link whether they have actually signed up or not. Given that our activation link is set to expire after 7 days this is also really misleading. Surely it isn't difficult to change the status to read Pending, given that that is in the system once you have gone into the Client's record and clicked on the 'OneClick Features' link?
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Fiona Murray
commented
Agreed. It is really misleading as once an activation link has been sent to a Client, the OneClick status in their actual record shows green and activated withthe green/blue symbol. This has misled colleagues to assume the CLient is fully up and running wheras the Client search window will show the target still as grey until they actually complete the sign-up. It would be much better if the staus on their record could be 'Pending' or 'Waiting for Client to sign up' with the target symbol showing as grey in the same way.