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Settings and activity

7 results found

  1. Notification when client doesn't wish to sign up for OneClick

    128 votes
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    3 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Helen Wagner commented  · 

    Any news on this as it would be really useful to easily and quickly identify thgose clients who have said they do not wish to use OneClick - that way we can stop annoying them with invites to sign up.

    Helen Wagner supported this idea  · 

  2. Green / Grey Circle also needs an alternative

    7 votes
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    3 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Helen Wagner commented  · 

    Great idea !

    A 3rd option is also needed for clients who have said they dont want to use OneClick so that we stop annoying them with invites.

  3. Add note to users that WK Account Recovery Codes Must be saved

    16 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Helen Wagner supported this idea  · 

  4. Allow us to access client recovery codes

    2 votes
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    0 comments  ·  | CCH OneClick | » Other  ·  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

    Helen Wagner shared this idea  · 

  5. A more obvious indicator in CCH for live OneClick clients

    32 votes
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    2 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Helen Wagner supported this idea  · 

  6. Add an option to the new client wizard "do you want to activate this client on oneclick?

    3 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Helen Wagner shared this idea  · 

  7. Send mail merge docs via Oneclick

    5 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Helen Wagner shared this idea  ·