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4 results found

  1. Tax Return Status

    3 votes
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    0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

    Cathy Finch shared this idea  · 

  2. Add Additional Employees on Tasks

    2 votes
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

    Cathy Finch supported this idea  · 

  3. ability to see multiple Extra details on the client search screen where "allow multiple" has been selected for the extra field

    2 votes
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

    Cathy Finch supported this idea  · 

  4. 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  ·