Settings and activity

5 results found

1. Close client routine

   20 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Workflow  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   1 comment  ·  | CCH Central Suite | » CCH Reporting  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Acknowledged  ·  AdminMohammed Sidat (Admin, CCH Software) responded

   
   

   Keith Knight shared this idea  ·  Feb 5, 2021

3. Exclude Closed Clients on Email filing

   4 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Keith Knight supported this idea  ·  Feb 5, 2021

4. 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

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Acknowledged  ·  AdminDaniel Faulkner (Product Manager, CCH Software) responded

   
   

   Keith Knight supported this idea  ·  Oct 25, 2018

5. Audit trail on portal documents

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   Acknowledged  ·  0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
   How important is this to you?

   Low You must login first! Moderate You must login first! High You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Keith Knight shared this idea  ·  Jun 22, 2018