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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

35 results found

  1. billing contact

    22 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Cara Cole supported this idea  · 

  2. File Maintenance back button

    34 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Cara Cole supported this idea  · 

  3. No exception report when deleting job

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Cara Cole supported this idea  · 

  4. Flag client

    15 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Cara Cole supported this idea  · 

  5. Ability to select which email address to use for an individual on each different association type they hold.

    20 votes
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    Acknowledged  ·  0 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Cara Cole supported this idea  · 

  6. Genders

    18 votes
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    Under review  ·  1 comment  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Cara Cole supported this idea  · 

  7. Disable an employee without selecting a replacement

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Cara Cole supported this idea  · 

  8. Update "Client Team" automatically when assignments are closed

    7 votes
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    Under review  ·  0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Cara Cole supported this idea  · 

  9. Allowing access to existing portal documents to new (client) portal users

    6 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  10. Please feed the Salutation field within Email Template messages from the associate contact record and not the main company

    10 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  11. Resend/Reminder Messages Ability

    2 votes
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    Acknowledged  ·  1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  12. Show status of recipient when composing a message

    6 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  13. 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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    Cara Cole supported this idea  · 

  14. Client Email Notifications

    22 votes
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    4 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 

  15. Convert from Client to Contact without deleting OneClick Account

    6 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole supported this idea  · 
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