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.

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   Acknowledged  ·  1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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   Nick Brown shared this idea  ·  Feb 19, 2020

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

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   1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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   Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

   
   

   Nick Brown supported this idea  ·  Oct 29, 2019

3. Send mail merge docs via Oneclick

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

   
   

   Nick Brown supported this idea  ·  Sep 25, 2019

4. Client data page - useful information, reference numbers

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   Acknowledged  ·  1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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   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

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

   
   

   Nick Brown supported this idea  ·  Sep 25, 2019

6. Re Adding Attachments to OneClick Message

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   1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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   Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

   
   

   Nick Brown supported this idea  ·  Sep 25, 2019

7. Associate contact saluation

   6 votes

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   1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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   Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

   
   

   Nick Brown supported this idea  ·  Jun 20, 2018
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   Nick Brown commented  ·  Jun 11, 2018  ·  Edit…  ·  Delete…

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

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

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

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

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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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    Nick Brown supported this idea  ·  Feb 1, 2018

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

    7 votes

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

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

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    Under review  ·  3 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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    Nick Brown supported this idea  ·  Jun 10, 2014