108 results found
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Icon to change colour on suspended accounts
It would be helpful if the OneClick icon on the client search screen changed to a different colour if the account has been suspended. We have grey for not activated and green for activated but at a quick glance if it were a different colour for suspended that could be helpful.
5 votes -
Search facility
It would be useful to have a search facility for OneClick message content, similar to search in emails for example, as it is sometimes difficult to find an older message that referred to a specific matter if it was not in the subject line or if it was part of a reply etc
16 votes -
Ability to bcc member of client team in on portal message
Would be good to be able to blind copy a member of the client team into a portal message so that in the event the person who sent the message is busy or out of the office, the bcc person will get notified of the client approving documents.
3 votes -
out of office
Out of office notification.
Currently this is only visible to clients when they are creating a new message. This should also be visible to a client when replying to a message.
3 votes -
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 -
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 -
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 -
Digital Data Review
Need the facility to be able to print the data / create a pdf. For instance, client just sent info with a long list of Gift Aid payments, they CANNOT be imported directly so you need to manually enter them. A pdf would make life so much easier and allow for an audit trail without revisiting the OneClick website to verify the entries.
6 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 -
Multi Factor Authentication Activation email
Multi Factor Authentication Activation email
The line where it states that the activation code is only valid for 5 minutes should be in bold, so that this is really clear to clients.
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.
29 votes
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