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6 results found

  1. exclude closed clients on smart reports

    1 vote
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

    Sarah Colwell shared this idea  · 

  2. convert clients to contacts regardless of assignments

    1 vote
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    0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

    Sarah Colwell shared this idea  · 

  3. update address on tax return automatically

    1 vote
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    0 comments  ·  | CCH Central Suite | » CCH Personal Tax  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!


    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.


    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.


    Best regards,

    Product Development

    Wolters Kluwer UK TAA

    Sarah Colwell shared this idea  · 

  4. extra fields

    11 votes
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    1 comment  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Under review  ·  Evan Jones responded

    Thanks for taking the time to add this to UserVoice.

    I will leave your suggestion on here in order to gauge the amount of support for it.

    Evan Jones

    Sarah Colwell supported this idea  · 

  5. Extra Field Groups in Database Fields

    4 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Sarah Colwell supported this idea  · 

  6. Extra fields improvements

    8 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Sarah Colwell supported this idea  ·