Settings and activity

10 results found

1. Close client routine

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   Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
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   Keith Knight supported this idea  ·  Feb 17, 2021

2. When entering dates you can't enter the 31 as a day without changing the month first

   17 votes

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   1 comment  ·  | CCH Central Suite | » CCH Reporting  ·  Delete…  ·  Admin →
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   Acknowledged  ·  AdminMohammed Sidat (Admin, CCH Software) responded

   
   

   Keith Knight shared this idea  ·  Feb 5, 2021

3. Exclude Closed Clients on Email filing

   4 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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   Keith Knight supported this idea  ·  Feb 5, 2021

4. Workflow can auto update Responsibilites

   7 votes

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   0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  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

   Keith Knight supported this idea  ·  Feb 5, 2021

5. Workflow owner

   12 votes

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   1 comment  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  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

   Keith Knight supported this idea  ·  Feb 5, 2021

6. Ability to edit an associated relationship

   27 votes

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   2 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  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

   Keith Knight supported this idea  ·  Feb 5, 2021

7. Bulk update assignment

   6 votes

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   0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
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   Evan Jones responded

   Thanks for taking the time to add this to uservoice.

   I’ll review this item again shortly in order to gauge support from other users.

   Evan Jones

   Keith Knight supported this idea  ·  Feb 5, 2021

8. Pinning documents to the top of a clients document centre

   12 votes

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   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Delete…  ·  Admin →
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   Keith Knight supported this idea  ·  Feb 5, 2021

9. where the non activated users that have signed up for the Portal, can they get an automatic message reminding them to sign up

   29 votes

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

   
   

   Keith Knight supported this idea  ·  Oct 25, 2018

10. Audit trail on portal documents

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    Acknowledged  ·  0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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    Keith Knight shared this idea  ·  Jun 22, 2018