79 results found
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Client data page - useful information, reference numbers
It would be helpful if clients had a section in their own workspace containing their data, ie address, phone number, email address which links to Central so they can see at a glance we hold the correct information for them. Additionally lets include some useful information, ie their UTR, NI number, CT and personal liabilities due, due dates, how to pay info and reference numbers - perhaps this section can link to HMRC in a similar way the VAT accounts do. This information is most commonly asked by our clients and can take up valuable time by us providing it.
2 votes -
Approval notifications
Approval notifications are only sent to the team member who sent the client the message, would be helpful if it was sent to the whole team on the portal?
4 votes -
incoming email notification to include a link to the message
If you're in the office at the point that a message arrives then you'd likely receive the yellow pop up. However, if you receive the email notification when working remotely then it'd be helpful if it included a shortcut to view the message within your OneClick web page.
2 votes -
CC function improvement to add contacts
It would be very useful to add contacts into an ongoing conversation by CC when they were not originally included. Currently if you want to cc someone in later you have to start a new message.
7 votes -
O365 Forms, can these be used to drive data in to our CCH Central?
We are trying to improve our data flow and reduce user input. Could we use our O365 forms to load data in to CCH?
When our users are remote from the office and engaged with clients, we want to capture the data in realtime.3 votes -
Admin POV: Notification When Message has Failed to Send (Red Light)
Recently we have had an issue with a user sending an email to a client, the user got the popup window saying that the message had been sent. Later found out that the client never recieved to message.
Looking in the Message Tracker we could see that it had a Red light (not been sent).
From an IT/Admin POV we would like some kind of alert or notification that a message has failed to send.32 votes -
Warning when ending an association within an organisation with an active Oneclick account
Could there be a warning when ending an association within an organisation where the contact is active for the organisation’s OneClick account.
If left unchecked the contact would still have access to the organisation’s OneClick data. They may have even left the organisation.
3 votes -
Send mail merge docs via Oneclick
We would like to be able to send mail merge documents, such as the aide memoire, debtors statements etc via the individuals secure messages and documents center.
5 votes -
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.
0 votes -
Hold back message notifications until after activation
Please can OneClick hold back message notifications to clients until the client has finished the activation process.
At present, when we setup a client on OneClick for the first time, it is usually because we want to send them something. As soon as the client has been activated on our end, staff then proceed to the message centre tab and send a message/document.
On the clients end, they then receive two emails within a short amount of time and 9/10 times they skip the activation email and go straight to the message notification email instead. What happens then is the…
10 votes -
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.
1 vote -
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.
1 vote -
Ability to remove "requires approval"/pending requirement without deleting message/document.
When sending a document for approval through portal it sits as pending. Sometimes the approval is sought in other ways or is no longer required so the ability to remove the approval requirement and therefore the pending status would be useful for monitoring without deleting the record that the communication was sent or the document.
32 votes -
Add an option to the new client wizard "do you want to activate this client on oneclick?
Is it possible to add an option to the new client wizard "do you want to activate this client on oneclick? with a yes/no option so that activation becomes part of the standard set up process.
3 votes -
Show activation status on bills ready to print page
Allow a field to be added to show whether the client is activated on OneClick so that you know whether the invoice needs to be printed or whether a message can be created without having to leave the page and go into the client to check.
This way at month end it will enable us to view all the posted invoices and see which method is needed.
6 votes -
Client Suspended Email
When a client is linked to two different OneClick accounts (personal & Company for example) and you close one. The client just gets an email to say there account is suspended and we have had clients worried that their account has been closed.
It would be better if it said - Your ‘Company Name’ OneClick access has been suspended for ‘Company Name’.
8 votes -
Change notification default email
It would be great if you could change the default email from notifications@accountantspace to a partner/manager email address so it avoids the OneClick email going to junk and clients can easily find the email.
1 vote -
Associated contacts and Data request
When adding Data request to an individual the associated contacts for messages are also able to see the request. This should not be automatic, there are various GDPR issues, as this is personal income sources.
Associated contacts may include 3rd party (e.g. mortgage brokers) where they are only sent selective information such as tax overviews, not full details.
Associated contacts shoudl never have full information.
1 vote -
Allowing access to existing portal documents to new (client) portal users
When we add say a new director to access a company's portal, we need them to be able to access documents uploaded and stored for the other directors (say sets of accounts going back 2-3 years). Currently, we have to upload the document again, thus storing more than one copy of the same file.
It would be useful to say, tick the documents from the documents dialog in Message Centre, then send Message to the new director/user with those EXISTING documents attached so avoiding the duplication.
6 votes -
Archive older messages
Would clients be able to archive/hide older messages that are staying in the portal. This is an issue due to greater use and the requirement for documents to be sent with a message. Documents are easier as they are grouped into the relevant folders but message have no such functionality and therefore just having a long list of all previous messages is untidy and frustrating for some clients, particularly where they are trying to find information in a previous message.
Alternatively, they may be able to suggest message for deletion that we can then action our end?
8 votes
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