Settings and activity

11 results found

1. CCH email filing ADD-INS in new Outlook currently unavailable

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   Under review  ·  AdminJess Lindo (Admin, CCH Software) responded

   We are currently investigating how these Microsoft changes will affect Document Management. In the meantime please refer to our knowledgebase article CCH Document Management : New Outlook Plugin Support (wolterskluwer.co.uk)

   Ian Campbell supported this idea  ·  Aug 11, 2023

2. Dark Mode

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   Ian Campbell supported this idea  ·  Aug 11, 2023

3. Password protection

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   Ian Campbell supported this idea  ·  Aug 11, 2023

4. To be able to have a PDF as a document template

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   Ian Campbell supported this idea  ·  Aug 11, 2023

5. Move the document management plugins folder out of Program Files

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   Ian Campbell supported this idea  ·  Aug 11, 2023
   Ian Campbell shared this idea  ·  Aug 10, 2023

6. Export to excel

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   Ian Campbell supported this idea  ·  Jul 20, 2022

7. Close client routine

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   Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
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   Ian Campbell supported this idea  ·  Jul 20, 2022

8. filter home page tool by manager

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
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   Ian Campbell shared this idea  ·  Jul 20, 2022

9. Group Tab - Ad Hoc Entries

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   Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
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   Ian Campbell commented  ·  Jan 12, 2022  ·  Edit…  ·  Delete…

   This is also an issue for us. It is sometimes hard to see the true parent and children with all the junk Ad Hoc entries cluttering the screen

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   Ian Campbell supported this idea  ·  Jan 12, 2022

10. Add the ability to mark a centre as inactive

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    Ian Campbell shared this idea  ·  Jun 24, 2021

11. pdf individual documents

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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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    Ian Campbell supported this idea  ·  May 22, 2018