Settings and activity

14 results found

1. Filing options

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

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

   Thank you for taking the time to add this idea to Uservoice. I'll review it again shortly to gauge support from other users.

   Lesley MacSween shared this idea  ·  Apr 20, 2023

2. Password protection

   3 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Lesley MacSween shared this idea  ·  Jun 15, 2022

3. Restrict employee access

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Lesley MacSween shared this idea  ·  Apr 27, 2022

4. Ability to add custom algorithms or Ability to overtype standard job names

   3 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Lesley MacSween shared this idea  ·  Jul 17, 2020

5. Detail in statement

   4 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Lesley MacSween shared this idea  ·  Jul 16, 2020

6. Bulk update assignment

   6 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Evan Jones responded

   Thanks for taking the time to add this to uservoice.

   I’ll review this item again shortly in order to gauge support from other users.

   Evan Jones

   Lesley MacSween shared this idea  ·  Jun 29, 2020

7. Flag client

   15 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Lesley MacSween shared this idea  ·  Jun 29, 2020

8. Mail/email merge from report/smart report

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Lesley MacSween shared this idea  ·  Jun 17, 2020

9. Workflow owner

   12 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   1 comment  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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

   Lesley MacSween shared this idea  ·  Feb 24, 2020

10. File Maintenance back button

    34 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
    How important is this to you?

    Low You must login first! Moderate You must login first! High You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Lesley MacSween supported this idea  ·  Dec 16, 2019

11. Editable Text field to show on Workflow homepage

    15 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
    How important is this to you?

    Low You must login first! Moderate You must login first! High You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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

    Lesley MacSween supported this idea  ·  Dec 16, 2019

12. Email recipients

    2 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
    How important is this to you?

    Low You must login first! Moderate You must login first! High You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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

    Lesley MacSween shared this idea  ·  Jul 4, 2019

13. Portal Message Centre for Un-activated clients

    25 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    4 comments  ·  | CCH OneClick | » Client Workspace  ·  Delete…  ·  Admin →
    How important is this to you?

    Low You must login first! Moderate You must login first! High You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

    
    

    Lesley MacSween supported this idea  ·  Sep 12, 2018

14. Ability for Reviewer to send as creator

    20 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    5 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
    How important is this to you?

    Low You must login first! Moderate You must login first! High You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

    
    

    An error occurred while saving the comment
    Lesley MacSween commented  ·  Sep 6, 2018  ·  Edit…  ·  Delete…

    It would be useful to be able to send a message on behalf of another as can be done in Outlook. When sending on behalf of someone else I am the sender but their's is the name at the foot of the communication however all the replies are coming to me as the originator of the communication (but not the content)

    Save Submitting...
    Lesley MacSween supported this idea  ·  Sep 6, 2018