Skip to content
← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

3 results found

  1. Bulk Update - Can Correspond With Client

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Karl shared this idea  · 
    An error occurred while saving the comment
    Karl commented  · 

    Instead of having to go into each clients Message Centre individually and having to tick > Client Team > Can Correspond with client.

    It would be useful and save a great deal of time to be able to do this via the Bulk Update option. You can do it with Client Teams but this doesn't flow through to the Client Team section for correspondence

  2. Extra fields improvements

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Central  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Karl supported this idea  · 

  3. Change Employee Category to count in hours rather than days for staff who do not work the same hours per day.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Karl supported this idea  ·