Client Email Notifications
Our clients have feedback that they would like to see a subject title or details of what the portal message is in portal message notification. We would like the CCH portal message that notifies you that you have a portal message to say:
(Sender) has sent you a message regarding (the subject of the message). To view this message please access the client’s message center within CCH Central.
If we can not have the subject of the message then can we have a list of choices to select e.g. Fee. Accounts, P11D, Tax return etc
Steven West
shared this idea
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Anna Stubbs
commented
We would like this development because our feedback from clients is that they want to see what the message subject is about when they get notified there is a new message or document. It is one of the irritations and puts clients off using Oneclick. ALso when they have multiple organisations it would help to know which one the message is about, or if it is for them personally e.g. personal tax. Is this in development at all?
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Keith Stroud
commented
I agree with Cara. We have had a number of clients complain as they do not know which of their OneClick accounts a new message refers to without going into each account until they find the message.
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Cara Cole
commented
As well as this it would be useful to be able to add the Organisation Name to the email template for when a OneClick account is suspended - it's not currently possible to include the company name causing confusion to clients who have multiple associations.
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Claire Bransby
commented
there should be a heading in the email notification so the client knows what the message is about and who its been sent to.