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After the 2020.1 update, finding another employee's task list involves using the filter function shown on the top left of the task list. To apply the f...

To do this, we need to simply remove then re-attach the workflow page to the homescreen. Within your Workflow homepage, do the following: Go to Custom...

In order to provide additional information about a client i.e. their VAT Number, Sage log-in details etc, you need to add a note to a client. Follow the bel...

Typically on the task list, tasks will only show if they are outstanding items to be completed. If you would like to view completed tasks, you will need to ...

In order to show as out of office to your clients within their OneClick Portal, you will need to activate the Out of Office function with CCH Central. To do...

Email addresses and mobile/telephone numbers are not imported into CCH whenever a new client has been created within PE, so it is necessary for these to be ...

Click into the relevant client which you need to link associated clients to Select the Associated tab and click the Associate button (Green Plus icon) to ...

You can send a message to multiple clients on CCH OneClick, with the details of names etc changing based on the client via Mail Merge. to use the function, ...

You can refine your searches on clients based on a large number of different variables stored within CCH, such as client team and extra fields. To do this, ...

In order to cancel a workflow, please do the following: Go to the client you are removing a workflow from; Go to the Workflow tab; Click on the check...