Settings and activity

13 results found

1. Ability to add an Associated Contact to an existing thread where they were not included at the start.

   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…)
   Acknowledged  ·  1 comment  ·  | 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
   Nick Brown shared this idea  ·  Feb 19, 2020

2. Notification when client doesn't wish to sign up for OneClick

   128 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…)
   3 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

   
   

   Nick Brown supported this idea  ·  Oct 29, 2019

3. Send mail merge docs via Oneclick

   5 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 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

   
   

   Nick Brown supported this idea  ·  Sep 25, 2019

4. Client data page - useful information, reference numbers

   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…)
   Acknowledged  ·  1 comment  ·  | 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
   Nick Brown supported this idea  ·  Sep 25, 2019

5. Please feed the Salutation field within Email Template messages from the associate contact record and not the main company

   10 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 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

   
   

   Nick Brown supported this idea  ·  Sep 25, 2019

6. Re Adding Attachments to OneClick Message

   8 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 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

   
   

   Nick Brown supported this idea  ·  Sep 25, 2019

7. Associate contact saluation

   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…)
   1 comment  ·  | 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

   
   

   Nick Brown supported this idea  ·  Jun 20, 2018
   An error occurred while saving the comment
   Nick Brown commented  ·  Jun 11, 2018  ·  Edit…  ·  Delete…

   This is a great idea - I would vote for it but have no votes left!

   Save Submitting...

8. Message Tracker - to always include the client code, and a clearer reason for why a message might fail to send

   7 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 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

   
   

   Nick Brown supported this idea  ·  Jun 20, 2018

9. Ability to remove "requires approval"/pending requirement without deleting message/document.

   29 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…)
   3 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

   
   

   Nick Brown supported this idea  ·  Feb 1, 2018

10. Permit additional file types to be used as document templates

    32 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  ·  1 comment  ·  | 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
    Nick Brown supported this idea  ·  Feb 1, 2018

11. To be able to see the client's view of the portal

    7 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 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

    
    

    Nick Brown shared this idea  ·  Feb 2, 2017

12. Notifications that a message has not been read

    19 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 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

    
    

    Nick Brown supported this idea  ·  Jun 24, 2016

13. Allow Document Management templates to use Tables and Filters

    29 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  ·  3 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
    Nick Brown supported this idea  ·  Jun 10, 2014