Skip to content
← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

7 results found

  1. CT600 Signatory Box Linked to Contact/Client

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Caroline Hoare shared this idea  · 

  2. Suspending an employee's OneClick account

    23 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  | CCH OneClick | » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Caroline Hoare commented  · 

    Further reasoning has been provided on why you must replace with an employee, which I do understand, in cases where that employee is the only person in the client team. Could the system perhaps suspend the employee. ask if we want to replace with another, if yes great, if no it does a scan of the client team and if they are the only person it flags this up and doesn't allow you to suspend until you resolve this but if there are other staff members in the client team then they get suspended.

    Caroline Hoare shared this idea  · 

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

    128 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Caroline Hoare supported this idea  · 

  4. Client data page - useful information, reference numbers

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Acknowledged  ·  1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Caroline Hoare shared this idea  · 

  5. Ability for Reviewer to send as creator

    20 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Caroline Hoare supported this idea  · 
    An error occurred while saving the comment
    Caroline Hoare commented  · 

    With this, it would also be helpful if any member of staff can send OneClick messages on behalf of another staff member. Ignoring the review process secretaries will often type emails (messages) and send from their inbox but on behalf of the partner.

  6. Icon to change colour on suspended accounts

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Caroline Hoare shared this idea  · 

  7. Archive older messages

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Caroline Hoare supported this idea  · 
    An error occurred while saving the comment
    Caroline Hoare commented  · 

    As a side note, would it be possible to put a lock on old message chains so that a client doesn't pick one up and create a brand new conversation.