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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

7 results found

  1. Bulk update tax return status

    8 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Cathy Finch supported this idea  · 

  2. Notification to team members on a job and not just the partner

    5 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

    Cathy Finch supported this idea  · 

  3. 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

    Cathy Finch supported this idea  · 

  4. 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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    Cathy Finch supported this idea  · 

  5. Multiply associations wont work with DM

    3 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

    Cathy Finch shared this idea  · 

  6. Email recipients

    2 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

    Cathy Finch supported this idea  · 

  7. Ability for Reviewer to send as creator

    20 votes
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    5 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    An error occurred while saving the comment
    Cathy Finch commented  · 

    We have a scenario in the office, where partners are too busy to deal with they OneClick messages.

    We were going to allocate this work to other people. When replying to a or creating a new OneClick messages, how to we show it is from the partner and not the person sending it.

    We want our clients to be able to see it is sent from the partner and not the name of the person sending.

    An error occurred while saving the comment
    Cathy Finch commented  · 

    We have a scenario in the office, where partners are too busy to deal with the OneClick messages.

    We were going to allocate this work to other people. When replying to a or creating a new OneClick messages, how to we show it is from the partner and not the person sending it.

    We want our clients to be able to see it is sent from the partner and not the name of the person sending.

    Cathy Finch supported this idea  ·