108 results found
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Suspending an employee's OneClick account
Currently when suspending an employee's OneClick account you only have the option to replace that employee with another for the OneClick team. What happens if you don't know the replacement yet or your firm has decided not to replace that employee because they are more junior or a member of the admin team perhaps? The solution that was given was to just replace with anybody, well that doesn't always work and you don't want your clients to see a random person in their team. The alternative is to change the employee's email address so when they try logging in they…
21 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 -
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.
3 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.
142 votes -
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 -
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 -
Ability for Reviewer to send as creator
We would like the OPTION for the person reviewing a message to send on behalf of the creator so the client sees the message from the creator rather than reviewer. As we understand it, currently a creator sends a message for review and the reviewer has the choice to send as them self or it requires that they send it back to the creator in review so that the message can then be sent from the creator. Often it would be easier if the reviewer could just approve and release the sending of message. (as raised at the southern user…
20 votes -
Please feed the Salutation field within Email Template messages from the associate contact record and not the main company
the salutation field is apparently fed from the main company record yet the title, first name and last names are fed from the associate contact. It would be helpful for this at least to be noted on this screen but ideally for the salutation to be fed from the associate contact recipients
10 votes -
Re Adding Attachments to OneClick Message
When adding multiple attachments to a OneClick Message could we please have the ability to choose the order of the attachments, currently the only way to do this is to add each attachment separately in the order required.
Thank you8 votes -
Update "Disable OneClick User" template for associated contacts
When an associated contact is suspended or deleted from a contact/client they receive an email to say that their access has been removed. There is no indication on that email which associated contact/client it refers to. This causes confusion if they have access to more than one asscoiated client/contact. The name of the associated client/contact should be included in the email.
3 votes -
Deleting Associations
When deleting an association say billing contact, please can you put it in place so you dont need to suspend the contacts Oneclick account to be able to delete. As this sends them an email informing them their account has been suspended when all we are really doing is updating our records for their billing contact.After deleting you then have to re-enable their OneClick account.
6 votes -
Show date of OneClick activation on CCH
The date that a client was sent the activation email AND the date that they logged in/became live need to be displayed on CCH.
This would help with chasing up pending activations and we would know if the email has expired.
The date that a client goes live needs to be recorded so that we can accurately bill clients for the service.
11 votes -
Switch off client filter in MTD OneClick by default
When going into MTD on OneClick and then under all clients there is a default filter entered to show your own clients. Would it be possible to please switch this filter off as its rather annoying having to clear the filter before being able to search for clients. Most of our staff submitting MTD returns aren't listed as a partner so doesn't really help them.
1 vote -
Read receipt
This would also be good to have in the message centre on Central
5 votes
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