89 results found
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Have the option to select all documents for approval
When sending a message on OneClick with multiple documents attached it would be good to have the option to select them all as needing approval rather than having to tick each one individually.
5 votes -
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 -
Filter messages
Would it be possible to filter the messages to show only those that are unread.
3 votes -
Convert from Client to Contact without deleting OneClick Account
A client may decide for us to no longer undertake their personal Tax return but continue for us to produce accounts for the Limited Entity. Therefore they should be a contact, You cannot convert a Client with an Open OneClick account as apparently it has to be deleted. This also causes an issue if they are the only associated individual. Removing the association also has ramifications on Co Sec.
6 votes -
Use of a Trusted Device option
As with other financial institutions, the option to have a "Trusted Device" to allow simpler login for any future app/web development. Allowing a client to access their account with a shorter passcode/face recognition/fingerprint.
32 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 -
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
22 votes -
Notification when client doesn't wish to sign up for OneClick
• At present those clients that have clicked the link and then activated but decided not use it will notify the practice that they do not want to use it and cannot be clearly marked as this being the case to avoid them being invited again. We are aware that they can add a field into central but they would prefer something around the status column on client list that stands out - Maybe a red status option for when the status is not green or greyed out.
128 votes -
Ability to blind copy (bcc) contacts into messages
It would be helpful in certain situations to bcc recipients into messages so that they can see that something has been sent, but without becoming embroiled in the rest of the message chain.
13 votes -
Clients want save message as draft
A client has complained that if she is interrupted when creating a message it times out after a period of time and she loses what she has typed. It would be useful to have a save as draft option for them.
173 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 -
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.
1 vote -
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 -
Show status of messages received by multiple members of staff
It would be useful for staff to be able to flag messages in the message centre when received from a client. Sometimes clients will send a message to multiple staff members, and neither of them knows if the other is dealing with the message. We need to be able to flag them as "in progress" or "completed" to avoid any confusion.
6 votes -
1 vote
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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 -
Show status of recipient when composing a message
When our user compose a OneClick message they select the recipient from the list - however there is nothing there to confirm if that recipient has activated their oneclick account or not. Could there be a notification either in brackets (eg pending activation) or using the Green and Grey target style symbols next to the name so that they can tell at a glance whether the recipient is an active user!
6 votes -
When Client approves a document notify the sender and those cc'd into the original message
When a client approves a document only the sender of the document is notified. We would like the team members cc'd in to the original message to be notified as well
10 votes -
Read receipt
This would also be good to have in the message centre on Central
8 votes
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