Create and edit a message template for CCH OneClick

How to create a message template for CCH OneClick

This is only available for Practices which have the CCH OneClick license.

It is possible to create message templates in order to generate a mail merge to send out a message to all your clients and contacts who have their OneClick account activated.

In order to create the message template:

1. On the main menu click File > OneClick > Message Templates.

2. When the Message Template tab opens, on the top blank row write the name of the message template and the subject of the message.

3. Once the message template is listed on the grid, highlight the message and double-click on it to open the Edit OneClick MessageTemplate window.

    You can then create the message or edit any existing message.

• The available merge fields are on the left, click on a field add it to the both of the message
• The Standard merge fields list fields from CCH Central
• The Additional merge fields list the Extra fields
• The various tax years payments and payments on Account fields list fields connected with tax and balances due for each tax year
• The tab Insert allows you to add a table on the body of the email

 4. Click OK to save the message template.

 5. When you run a Mail Merge wizard to Publish to CCH OnceClick the list of OC message templates is presented on the stage 2.