Settings and activity

13 results found

1. Password protection

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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   Lesley MacSween shared this idea  ·  Jun 15, 2022

2. Restrict employee access

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
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   Lesley MacSween shared this idea  ·  Apr 27, 2022

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

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   Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Lesley MacSween shared this idea  ·  Jul 17, 2020

4. Detail in statement

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
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   Lesley MacSween shared this idea  ·  Jul 16, 2020

5. Bulk update assignment

   6 votes

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   0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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   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

6. Flag client

   15 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Lesley MacSween shared this idea  ·  Jun 29, 2020

7. Mail/email merge from report/smart report

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   Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Lesley MacSween shared this idea  ·  Jun 17, 2020

8. Workflow owner

   12 votes

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   1 comment  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  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

   Lesley MacSween shared this idea  ·  Feb 24, 2020

9. File Maintenance back button

   34 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Lesley MacSween supported this idea  ·  Dec 16, 2019

10. Editable Text field to show on Workflow homepage

    15 votes

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    0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  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

    Lesley MacSween supported this idea  ·  Dec 16, 2019

11. Email recipients

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    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  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

    Lesley MacSween shared this idea  ·  Jul 4, 2019

12. Portal Message Centre for Un-activated clients

    25 votes

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    4 comments  ·  | CCH OneClick | » Client Workspace  ·  Delete…  ·  Admin →
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    Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

    
    

    Lesley MacSween supported this idea  ·  Sep 12, 2018

13. Ability for Reviewer to send as creator

    20 votes

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    5 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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    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)

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    Lesley MacSween supported this idea  ·  Sep 6, 2018