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12 results found

  1. SAVING ATTACHMENTS DOWN FROM PREVIOUSLY SAVED EMAILS

    6 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Joanne Holland supported this idea  · 

  2. Bulk update assignment

    6 votes
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    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Evan Jones responded

    Thanks for taking the time to add this to uservoice.

    I’ll review this item again shortly in order to gauge support from other users.

    Evan Jones

    Joanne Holland supported this idea  · 

  3. Add a feature to archive or close contacts rather than just delete.

    5 votes
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Joanne Holland supported this idea  · 

  4. Close client routine

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

  5. Configure defauly assignment and document type for system generated documents

    15 votes
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    3 comments  ·  | CCH Central Suite | » CCH Document Management  ·  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

    Joanne Holland supported this idea  · 

  6. Allow job creation from DM filing window

    21 votes
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    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  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

    Joanne Holland supported this idea  · 

  7. 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

    Joanne Holland supported this idea  · 

  8. File Maintenance back button

    34 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Joanne Holland supported this idea  · 

  9. "Year End" field and "Next Accounts due" field on Main tab

    78 votes
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    2 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Joanne Holland supported this idea  · 

  10. View/preview a bill in Billing tab instead of viewing via pdf

    24 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Joanne Holland supported this idea  · 

  11. Permit additional file types to be used as document templates

    32 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Joanne Holland supported this idea  · 

  12. Have a simple button to file the submission report for the personal tax return into the document centre

    32 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Joanne Holland shared this idea  ·