Settings and activity

5 results found

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

   32 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…)
   2 comments  ·  | CCH OneClick | » Client Workspace  ·  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

   
   

   Julie Connelly supported this idea  ·  Aug 7, 2020

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

   3 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 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
   Julie Connelly shared this idea  ·  Nov 8, 2019

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

   32 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…)
   3 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

   
   

   Julie Connelly supported this idea  ·  Nov 8, 2019

4. Clients want save message as draft

   173 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…)
   7 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

   
   

   Julie Connelly supported this idea  ·  Nov 8, 2019

5. Admin POV: Notification When Message has Failed to Send (Red Light)

   32 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

   
   

   Julie Connelly supported this idea  ·  May 3, 2019