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5 results found

  1. Update Client Allocations via Export and Import of a spreadsheet.

    4 votes
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Chris Haydon supported this idea  · 

  2. Integrate CCH Central/CCH iFirm into Office 365 so we can sync to Sharepoint

    13 votes
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    Acknowledged  ·  1 comment  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Chris Haydon commented  · 

    Or find a way to integrate with Sharepoint and Document Management to the data become available to Microsoft CoPilot

    Chris Haydon supported this idea  · 

  3. Allow documents to be created from the global document centre onto clients

    3 votes
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    Acknowledged  ·  1 comment  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Chris Haydon shared this idea  · 

  4. Pre-tick box against document when checking in single documents from Document Centre but right-click at it is in Office add-in

    2 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Chris Haydon shared this idea  · 

  5. Stop document management randomly losing documents at check-in or check-out

    6 votes
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    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Chris Haydon shared this idea  ·