Settings and activity

5 results found

1. Develop a single folder with configurable location for plugins and temp files

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   Under review  ·  2 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Stephen Payne commented  ·  Dec 21, 2023  ·  Edit…  ·  Delete…

   This is a large headache for me as well. As I understand it some parts of CCH can have their locations redirected but some can't (for example document management).

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2. CCH email filing ADD-INS in new Outlook currently unavailable

   12 votes

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   0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Under review  ·  AdminJess Lindo (Admin, CCH Software) responded

   We are currently investigating how these Microsoft changes will affect Document Management. In the meantime please refer to our knowledgebase article CCH Document Management : New Outlook Plugin Support (wolterskluwer.co.uk)

   Stephen Payne supported this idea  ·  Dec 21, 2023

3. Clients want save message as draft

   173 votes

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   7 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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   Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

   
   

   Stephen Payne supported this idea  ·  Dec 21, 2023

4. View/preview a bill in Billing tab instead of viewing via pdf

   24 votes

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   Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Delete…  ·  Admin →
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   Stephen Payne supported this idea  ·  Oct 12, 2023

5. Use of a Trusted Device option

   32 votes

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   2 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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   Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

   
   

   Stephen Payne supported this idea  ·  Oct 12, 2023