Settings and activity

17 results found

1. Client To Do Tab & Tasks & Appointment Tab have Job Column

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   1 comment  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Kat Sleight commented  ·  Jan 16, 2025  ·  Edit…  ·  Delete…

   n addition to the Job showing, on the To Do of a client you are unable to see what response was selected as it simply puts in "Complete" so there is no way of checking what response was put in once the workflow was completed.

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   Kat Sleight shared this idea  ·  Jul 6, 2022

2. OneClick Status Colours

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   Kat Sleight shared this idea  ·  Oct 15, 2024

3. Assignment Closed Date

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   Kat Sleight shared this idea  ·  Aug 8, 2024

4. Ability to select employee sending for documents requiring approval

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   0 comments  ·  | CCH OneClick | » Client Workspace  ·  Delete…  ·  Admin →
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   Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

   Thank you for your suggestion. 

   
   

   We are reviewing your suggestion and monitor feedback from other users to determine our next steps. 

   Kat Sleight shared this idea  ·  Mar 28, 2024

5. Address Change - List those that it is linked to

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   Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Kat Sleight shared this idea  ·  Mar 2, 2022

6. Close client routine

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   Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
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   Kat Sleight supported this idea  ·  Mar 2, 2022

7. You should have a setting whereby you collapse the folders (job and assignments) on doucment Centre

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Kat Sleight supported this idea  ·  Mar 2, 2022

8. Tasks & Appointments Homepage - ability to add Job Name Column

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   1 comment  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
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   Kat Sleight commented  ·  Dec 16, 2021  ·  Edit…  ·  Delete…

   Also the Job Target Date as a column would be extremely useful not just the Task Due Date. When you have numerous tasks highlighted red, you have to double check each job to see the target date within the client

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   Kat Sleight shared this idea  ·  Aug 3, 2021

9. Allow the Step Type 'Workflow Launcher' to be available in all Workflow Types

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   1 comment  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
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   Under review  ·  Evan Jones responded

   Thanks for taking the time to add this to UserVoice.

   I will leave your suggestion on here in order to gauge the amount of support for it.

   Evan Jones

   Kat Sleight supported this idea  ·  Jul 21, 2021

10. Editable Text field to show on Workflow homepage

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    0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

    Kat Sleight supported this idea  ·  Jul 21, 2021

11. Allow bulk complete on multi-task workflow steps on the task homepage

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    Proposed  ·  2 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
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    Kat Sleight supported this idea  ·  Jul 21, 2021

12. Merge Document save as PDF

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    Acknowledged  ·  1 comment  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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    Kat Sleight commented  ·  Apr 6, 2021  ·  Edit…  ·  Delete…

    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.

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    Kat Sleight shared this idea  ·  Apr 6, 2021

13. Convert from Client to Contact without deleting OneClick Account

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    Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

    
    

    Kat Sleight shared this idea  ·  Jan 26, 2021

14. Date record on OneClick Activation

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    Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

    
    

    Kat Sleight shared this idea  ·  Dec 7, 2020

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

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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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    Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

    
    

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    Kat Sleight commented  ·  Sep 23, 2020  ·  Edit…  ·  Delete…

    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"..

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    Kat Sleight supported this idea  ·  Sep 22, 2020

16. VAT reference box within main client tab

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    Acknowledged  ·  1 comment  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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    Kat Sleight supported this idea  ·  Jul 16, 2020

17. Ability to edit an associated relationship

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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

    Kat Sleight supported this idea  ·  Jul 16, 2020