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← Wolters Kluwer Tax & Accounting Product Feedback Forum

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4 results found

  1. Workflow terminating notification

    6 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    Jacqueline Campling supported this idea  · 

  2. A config key for default delivery options

    6 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Jacqueline Campling shared this idea  · 

  3. Workflow owner

    12 votes
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    1 comment  ·  | CCH Central Suite | » CCH Workflow  ·  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

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    Jacqueline Campling commented  · 

    We use workflow to track the job right from the start when the records come in... this means that the person kicking off the workflow is often NOT the person who will go onto work on the job. We currently have to delete the workflow and start it again with a 'new owner'. It would be so much easier if we could just amend the owner!

    Jacqueline Campling supported this idea  · 

  4. Editable Text field to show on Workflow homepage

    15 votes
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    0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  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

    Jacqueline Campling shared this idea  ·