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Settings and activity

4 results found

  1. Facility to save attachments from emails when autosaved to DM

    16 votes
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    Under review  ·  2 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    An error occurred while saving the comment
    Matt Haines commented  · 

    This is possible - press the little paperclip icon when profiling the email to hook out the attachments.

  2. Associated contact details of open clients

    4 votes
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    0 comments  ·  | CCH Central Suite | » CCH Reporting  ·  Admin →
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    Matt Haines shared this idea  · 

  3. Please can we have 64-8 produced from the software, so we can send to client for authorisation.

    19 votes
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    Under review  ·  2 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Admin →
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    Matt Haines supported this idea  · 

  4. 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

    An error occurred while saving the comment
    Matt Haines commented  · 

    Is it possible for the client assignment and job to be completed in DM when saving from PT?

    Matt Haines supported this idea  ·