8 results found
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Bulk suspension / deactivation
Just as there is a bulk activation option, there should also be a bulk deactivation too.
We have almost 200 clients to remove Oneclick functionality for and this looks to be an incredibly laborious exercise.
There also needs to be a way to suspend / delete Oneclick accounts silently without sending any notifications spamming the client!!
Currently the system want to email each contact x each role x each client as per https://help.wolterskluwer.co.uk/Customers/s/article/CCH-OneClick-Why-did-my-suspended-client-receive-multiple-emails-advising-that-they-had-been-suspended.
This is completely ridiculous and highly unprofessional spamming.1 vote -
More descriptive password prerequisites for OneClick account creation
Client struggled to set password on a new OneClick account on the account creation page for multiple days because they were using the £ symbol.
Message they had was just "special symbol". They were confused because they were using one and so thought they were doing it correctly. This issue is simple, the error message is vague and there isn't any instructions on the page as to what symbols are/aren't allowed.
Interestingly when a OneClick user is going through the password reset process and they use an invalid symbol there the error that is displayed is "The password contains invalid…
3 votesThank you for your feedback on this matter. We're reviewing to see what we can do to rectify this and will update once we know more.
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Ability to select employee sending for documents requiring approval
As we have different employees dealing with tasks within workflows the person sending a document for approval may not be the person that needs to action the next task after approval. This is would also be helpful if a Client's normal manager/employee contact is off sick or on holiday, that another employee can send documents for approval on their behalf and those approvals go back to the manager/employee contact. Support suggested that I use this platform as it was a good idea.
1 voteThank you for your suggestion.
We are reviewing your suggestion and monitor feedback from other users to determine our next steps.
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Document tile should be removed and access via folder on side menu
When a client logs in they see a tile that says messages & documents, they click this then to 2 tiles one says messages and one is documents. Although the ability to hide documents to approve tile has been given, it still means client have to drill done 2 levels to access messages and can still get side tracked by the documents tile. The documents tile should be removed as there is already access to the documents folder in the side bar, or it should be renamed "Document Library" so clients are not tempted to click there rather than the…
3 votes -
Just one document approval email
If we send a message to a client with 4 documents requiring approval, and the approval reminder service is switched on, it would be better if just one reminder email was sent to the client. Rather than them being bombarded with 4 separate emails all saying exactly the same thing. The emails are not specific to the document anyway so there is no need for several, it just annoys the clients.
1 vote -
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.32 votes -
Personal details from Central to show on clients oneclick
Clients can then access details without having to contact us i.e. NINO, UTR etc and also can let us know if any information is incorrect.
Perhaps add the ability to alter some details on the portal and Central to be updated and an e-mail notification to the practice.
6 votes -
Portal Message Centre for Un-activated clients
Would it be possible to diable the ability to send portal messages to contacts who are yet to activate their portal?
At the moment, as long as you have sent them the activation link, regardless of whether they have activated or not, you can send a message.
25 votes
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