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Settings and activity

3 results found

  1. Bulk Update - Can Correspond With Client

    6 votes
    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
    How important is this to you?
    Karl shared this idea  · 
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    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

    8 votes
    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Central  ·  Admin →
    How important is this to you?
    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
    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
    How important is this to you?
    Karl supported this idea  ·