Settings and activity

4 results found

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

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

   
   

   Julie Connelly supported this idea  ·  Aug 7, 2020

2. Ability to bcc member of client team in on portal message

   4 votes

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   Acknowledged  ·  0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Delete…  ·  Admin →
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   Julie Connelly shared this idea  ·  Nov 8, 2019

3. Ability to remove "requires approval"/pending requirement without deleting message/document.

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

   
   

   Julie Connelly supported this idea  ·  Nov 8, 2019

4. 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

   
   

   Julie Connelly supported this idea  ·  Nov 8, 2019