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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

34 results found

  1. 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  · 

  2. Deleting Associations

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

  3. Allow job creation from DM filing window

    21 votes
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    0 comments  ·  | CCH Central Suite | » CCH Document Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    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

    Cara Cole supported this idea  · 

  4. Ability to collapse all Assignments in WIP enquiry screen

    8 votes
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    2 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    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  · 

    This would be helpful - the same would be good in the document centre.

    Cara Cole supported this idea  · 

  5. Group Tab - Ad Hoc Entries

    12 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  · 

  6. Associated contact email option on VAT invoices to print screen

    7 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  · 

  7. Invoice date

    27 votes
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    0 comments  ·  | CCH Central Suite | » CCH Practice Management  ·  Admin →
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    Under review  ·  Evan Jones responded

    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

    Cara Cole supported this idea  · 

  8. 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  · 

  9. 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  · 
    An error occurred while saving the comment
    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.

  10. Ability to edit an associated relationship

    27 votes
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    2 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Under review  ·  Evan Jones responded

    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  · 

    It would be useful if you could delete an association who is activated for OneClick - as long as they are still associated as a different relationship type and/or there is another OneClick user associated.

    Cara Cole supported this idea  · 

  11. 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  · 

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

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

  13. 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  · 

  14. 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  · 
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