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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

20 results found

  1. 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  · 
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    Cara Cole commented  · 

    This is a great idea and necessary for us, it would save a lot of time and keep the clients happy.

  2. Add a collapse all button for the different folders

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

  3. Enable a document from the practice library to be added to client OneClick message

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

  4. 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  · 
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    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.

  5. Portal Message Centre for Un-activated clients

    25 votes
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    4 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Cara Cole supported this idea  · 
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    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?

  6. Portal - if message has been read or a tick to ask if the message has been read

    3 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Cara Cole commented  · 

    I've just come across at least 4 different posts suggesting this, is it being considered for review please?

  7. Client data page - useful information, reference numbers

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

    This would be very helpful

  8. Resend/Reminder Messages Ability

    2 votes
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    Acknowledged  ·  1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    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.

  9. When Client approves a document notify the sender and those cc'd into the original message

    10 votes
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    2 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    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.

  10. Use of a Trusted Device option

    32 votes
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    2 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    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"

  11. Suspending an employee's OneClick account

    23 votes
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    3 comments  ·  | CCH OneClick | » Other  ·  Admin →
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    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

  12. The abilty to run a report on when a client last logged into their oneclick account

    4 votes
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    Acknowledged  ·  1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    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

  13. 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  · 

  14. Deleting Associations

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

  15. 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 shared this idea  · 

  16. 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  · 
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    Cara Cole commented  · 

    As well as this it would be useful to be able to add the Organisation Name to the email template for when a OneClick account is suspended - it's not currently possible to include the company name causing confusion to clients who have multiple associations.

  17. 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  · 

  18. Ability to add an Associated Contact to an existing thread where they were not included at the start.

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

  19. Show status of messages received by multiple members of staff

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

  20. 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  ·