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CCH Software User Documentation

Create and edit a message template for CCH OneClick

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Create and edit a message template for CCH OneClick. This is only available for Practices which have a CCH OneClick license.

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.

Mail Merge - OC message templates.PNG

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

Mail Merge - edit OC message templates window.PNG

 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.


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