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Settings and activity

6 results found

  1. Notification when client doesn't wish to sign up for OneClick

    128 votes
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    3 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Kat Sleight commented  · 

    We actually have a field in the Extra tab for this. This relates to my other suggestion in relation to colours in the OneClick User column of "Find Contacts/Client" and that in the Client Record which always shows "Green - Activated" even if the client has not activated and "Grey" in the "Find Contacts/Clients"

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    Kat Sleight commented  · 

    Agree this would definately be useful and save client aggravation from continual activation requestes. . Also a colour for Suspended aswell, although it states on the actual client, it shows on the status column on client list as "Pending"..

    Kat Sleight supported this idea  · 

  2. Close client routine

    20 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Kat Sleight supported this idea  · 

  3. Merge Document save as PDF

    1 vote
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    Acknowledged  ·  1 comment  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Kat Sleight commented  · 

    On creating a mail merge document, as a huge number of clients do not have access to MS Word, can they be converted to PDF on creation to email out. Also it would be useful to be able to attach to an email template for bulk issue. Were advised by Support to raise the PDF creation.

    Kat Sleight shared this idea  · 

  4. Convert from Client to Contact without deleting OneClick Account

    6 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Kat Sleight shared this idea  · 

  5. Date record on OneClick Activation

    3 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Kat Sleight shared this idea  · 

  6. VAT reference box within main client tab

    28 votes
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    Acknowledged  ·  1 comment  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Kat Sleight supported this idea  ·