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  1. Ability to delete contacts

    3 votes
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    1 comment  ·  | CCH iFirm | » CCH iFirm  ·  Admin →
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    Proposed  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your idea submission has been proposed


    We would like to inform you that after reviewing your idea, our team has decided to propose it for implementation!


    We believe it has potential and will keep you updated as we move forward with the next steps.


    Thank you for your valuable contribution!


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

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    AdminMatthew Routledge (Admin, CCH Software) commented  · 

    Hi David,

    Thank you for sharing your feedback. We are looking into this and will provide this capability once we can be certain that the controls are in place for not deleting contacts in use within the CCH iFirm compliance applications.

    In the meantime, there may be a way we can help for specific contacts that you have identified if you contact support with the details.

  2. Microsoft Power Platform Connector

    4 votes
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    Acknowledged  ·  2 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Admin →
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    AdminMatthew Routledge (Admin, CCH Software) commented  · 

    Power BI can be connected to CCH Central to allow for bespoke reporting needs. If this is of interest then please speak to your account manager. We will consider this broader requirement for a Microsoft Power Connector in our cloud suite, CCH iFirm

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    AdminMatthew Routledge (Admin, CCH Software) commented  · 

    We have integrated CCH Central with Power BI and can support with any reporting needs associated. Speak to your Account Manager if you would like to know more. We will investigate the capability to support this broader requirement with our cloud suite - CCH iFirm