Settings and activity
34 results found
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6 votes
Cara Cole
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An error occurred while saving the comment -
14 votesCara Cole
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7 votesCara Cole
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9 votes
An error occurred while saving the comment Cara Cole
commented
It would also be good if the Notes recorded which staff member created the note
Cara Cole
supported this idea
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8 votes
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
An error occurred while saving the comment Cara Cole
commented
In Maintenance, Extra Fields - if you ensure each Extra field has "Contact" ticked under the "Applies To" tab then you can search by the Extra Fields for contacts.
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6 votesCara Cole
supported this idea
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An error occurred while saving the comment Cara Cole
commented
This still causes a lot of problems as messages can be sent to clients that have not activated their account, even after using it for 2 years staff can get carried away and send messages to pending accounts. A more obvious indicator or "pending" or "activated" is needed please.
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25 votesCara Cole
supported this idea
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An error occurred while saving the comment Cara Cole
commented
Maybe rather than disable the message centre, just make it very obvious if the client is activated or not, and maybe add a pop up asking if you're sure you want to send to unactivated account?
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3 votes
An error occurred while saving the comment Cara Cole
commented
I've just come across at least 4 different posts suggesting this, is it being considered for review please?
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2 votes
An error occurred while saving the comment Cara Cole
commented
This would be very helpful
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2 votes
An error occurred while saving the comment Cara Cole
commented
It would be useful to have automatic reminder to clients when messages have not been read, similar to the one that goes out when documents are pending approval. It would also be very helpful if you could see from Central if a message had been read by a client or not.
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10 votes
An error occurred while saving the comment Cara Cole
commented
this would be very helpful as it's usually someone in an admin role that needs to be notified, rather than the accounts manager who sent the document.
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32 votes
An error occurred while saving the comment Cara Cole
commented
An App for clients would make life a lot easier for everyone, and reduce the number of clients asking to be deactivated because logging in is too much of a "palaver"
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18 votesCara Cole
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22 votesCara Cole
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An error occurred while saving the comment Cara Cole
commented
on a similar note, we have many client organisations who have(for example) a director with 2 different email address - one is to be used for billing and the other one is to be used for accounts queries. This director is associated to the ltd company as billing contact and as accounts contact, however both associations pull through the same primary email address.
We need to be able to select which email address is the primary for each association. e.g. when creating the association of billing contact select Email 2, and when creating the association for Director select primary Email -
23 votes
An error occurred while saving the comment Cara Cole
commented
This also causes a lot of problems for us - we are forced to select a replacement then have to manually enter every client record to remove that person from the client team, which isn't the work of a moment
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4 votes
An error occurred while saving the comment Cara Cole
commented
It would also be useful if the message centre in cch showed if messages had been read or not by the client, without having to log in to OneClick
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7 votesCara Cole
shared this idea
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7 votesCara Cole
shared this idea
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9 votesCara Cole
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6 votesCara Cole
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This is a great idea and necessary for us, it would save a lot of time and keep the clients happy.