Settings and activity

5 results found

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

   32 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

   
   

   Jason Lander supported this idea  ·  Mar 10, 2025

2. "Year End" on "Main" tab to show the year when reporting

   2 votes

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   0 comments  ·  | CCH Central Suite | » CCH Reporting  ·  Delete…  ·  Admin →
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   Jason Lander shared this idea  ·  Aug 8, 2022

3. Ability to group and therefore expand and collapse relationships on associated tab

   6 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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   Jason Lander shared this idea  ·  May 19, 2022

4. Document sorting order by date and time

   13 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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   Jason Lander supported this idea  ·  May 18, 2022

5. Calender Entry Timesheet Daily Totals

   3 votes

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   0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
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   Jason Lander shared this idea  ·  Apr 15, 2021