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

Settings and activity

1 result found

  1. 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
    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  ·