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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

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

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

    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.

    Kat Sleight shared this idea  · 

  3. OneClick Status Colours

    1 vote
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Kat Sleight shared this idea  · 

  4. Assignment Closed Date

    1 vote
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Kat Sleight shared this idea  · 

  5. Ability to select employee sending for documents requiring approval

    1 vote
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    0 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Kat Sleight shared this idea  · 

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

    1 vote
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Kat Sleight shared this idea  · 

  7. 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  · 

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

    9 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Kat Sleight supported this idea  · 

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

    3 votes
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    1 comment  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Kat Sleight commented  · 

    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

    Kat Sleight shared this idea  · 

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

    29 votes
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    1 comment  ·  | CCH Central Suite | » CCH Workflow  ·  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  · 

  11. Editable Text field to show on Workflow homepage

    15 votes
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    0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  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  · 

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

    42 votes
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    Proposed  ·  2 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Kat Sleight supported this idea  · 

  13. 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  · 

  14. 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  · 

  15. 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  · 

  16. 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  · 

  17. Ability to edit an associated relationship

    27 votes
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    2 comments  ·  | CCH Central Suite | » CCH Central  ·  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  ·