94 results found
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Show status of OneClick associated users at a glance - Green or Grey
When looking at whether an associated contact is activated for OneClick, the icon shows green regardless of whether they are pending or active - this means having to click into every associated contact individually to see the status - not efficient. By contract, when looking at the status of a client it shows as Grey if they have been added to OneClick but not yet activated at the client end. Can this be consistent?
4 votes -
Client documents attached to a portal /oneclick message to be filed in DM automatically with the actual message
Client attachments to a portal / oneclick message should be filed in DM automatically with the actual message. At the moment only the body of the message is filed and there is no link even to the attachments.
4 votes -
Show the email addresses of the associated people when choosing recipients
We have an issue where Payroll docs need to be sent to someone at a payroll related email address, even if that person is also a Client having their own tax return done. They therefore need to be set up with 2 records - 1 a Client record with (probably) their own personal or work email address and the other as a Contact (associated as is Payroll Contact for ') and the payroll email address. Therefore when we come to choose recipients of documents when sending a message out of Message Centre, or docs straight out of Document Centre we…
1 vote -
Search Messaging Centre/OneClick messages
We have a client which has sent us over 100+ messages via messaging centre/oneclick.
However, frustratingtly there is no search facility so we have to trawl through all the emails to find a particular one (or particular contents)
Can a search facility be added please?
3 votes -
Suspending a OneClick account
When a client's OneClick account is suspended, the green OneClick icon should disappear. The fact that it remains make users believe that the client still uses OneClick when in fact they no longer wish to.
4 votes -
Report on last activity on OneClick account
The ability to see when the last message/last activity on a OneClick account.
3 votes -
CCH Portal support for Japanese / Chinese Characters
We can send messages via portal to our clients using Japanese / Chinese characters however if the clients reply to us in the same language we can only see boxes and indecipherable text. Please provide suppport for other languages in CCH Portal.
6 votes -
Flag message as high importance
Can we flag a message in OneClick as high importance as you can in Outlook.
4 votes -
Report of clients that have features enabled for Oneclick
There should be a report or ability to see which clients have been activated for which features in Oneclick - e.g. VAT Returns, Payescape, Digital Data Request.
4 votes -
Search facility to search for client in Accountantspace
Need to have a search facility to enable us to search for client name in the client list in Accountantspace. At the moment we have to scroll through hundreds of clients before reaching near the clients in V & W letters.
5 votes -
Search facility in clients page
Need to have a search facility as take too long scrolling down.
Also perhaps show if there are messages in the clients folder.
5 votes -
Dual users with one OneClick - Same email address
Situation - Husband, Wife, Company all use 1 email address.
We need the above to have 1 login but the facility for us to choose who we are messaging. The notification goes straight to the shared email inbox but it advises 'Wife has a new message' or 'Company has a new message' - We can then see who replies, see who approves documents.
At this moment you can have a dual login where users can see eachother's messages and documents but if the main client is the husband it will show that he has authorised the documents, he is the…
4 votes -
Can you bring in a feature to the message centre that works the same way as the little eye does online?
At the moment if you are just within the message centre of a client, there is no way of telling if a client has viewed the message/document.
1 vote -
Sort order on client team
It would be great if we could sort the client team into some form of order. Currently it is based on when the employee was initially created but it would be nice to be able to sort this by name alphabetically or seniority within the firm via the responsibility type rather than just a random list that the client sees.
1 vote -
Document folders that are private to the practice
Would it be possible to set up a document folder that only the practice has the ability to see? This could be used for moving sets of accounts that have been superseeded due to changes so that the client won't get confused as to which is the final signed off version.
1 vote -
Allow entry of the Email and mobile no when using Add New Contact from Associated tab
We're adding contacts in prep for OneClick and it'd save an extra step if we could enter the email address and mobile phone within the Add New Contact screen
3 votes -
Documents for approval failsafe
When sending documents to client for approval and the word approval is in the message text that an error message comes up if the relevant box has not been ticked.
4 votes -
Configurable download Location for One Click Documents
Create a configurable download location for CCH One Click documents received from clients or create an automated clearing of the CCH Portal folder which can also have a configurable set retention period.
Currently the defaults are to download and open the documents received from clients to the CCH Portal folder or to select the document and do a save as, this causes bloating of the CCH Portal folder which has no management of documents. This is particularly bad for server infrastructures as valuble drive space is consumed which has knock on effects with the running costs of backups.
2 votes -
Flag messages relating to documents for approval
Often, clients are reviewing and approving the documents we have uploaded to Portal but are not seeing the covering message which is often an essential explanation of the documents or could contain additional queries etc. Where messages are linked to uploaded documents it should be mandatory for the client to read the message for approving.
3 votes -
Email notification when message is bounced
Email notification when a message sent has been bounced
3 votes
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