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Step-by-step Guide
Communications Centre
Adding signatures to your mailbox
You have the option to add firm wide or user specific signatures. Within Admin Centre, select Firm Details or Users. Select the relevant office or user and click Edit Office/Edit User. Select Outgoing Email Settings and choose the mailbox from the list. Click Mailbox Signature. The...
rating 29 Mar, 2023 Views: 261
Request Records Reminders
As well as being able to automate the process of requesting records, you can also automate sending optional reminders for specific contacts generating a message within the Pending Messages queue waiting for you to review and send. To activate the reminders automation, go to Admin Centre >...
rating 23 Mar, 2023 Views: 249
Can I create a Mailing List to show me all clients that have had a payment on account?
Yes, you can. To do this: Launch Communications Centre and select Mailing Lists. Click Create mailing list. Enter a Name and Description. Select Advanced client selection (Data Mine) > Data Mine > Add Condition. Search for ‘Has payments on account’. Select the condition from the...
rating 29 Mar, 2023 Views: 206
Can I attach a TaxCalc document such as a set of Accounts or Tax return to an Email I am sending to my client from within Communications Centre?
Yes. Although we strongly recommend that when sending TaxCalc documents to your clients you use Document Manager and eSign Centre where possible. However, should you wish to send a TaxCalc document as an attachment to an Email you will need to generate the document and save externally. Once...
rating 29 Mar, 2023 Views: 200
How do I edit a default Email template?
It is not possible to edit a default template. However, the content can be copied on to a new template which can then be edited. Within Communications Centre select Email Templates, select a default Template and click the link under the name Column. From the View message template...
rating 29 Mar, 2023 Views: 190
Can I send an Email from Communications Centre to an email address not associated with a client?
Yes, Communications centre allows you to manually enter the email address if required, separating multiple recipients with a semicolon. Please note: Where an email address is manually entered the activity will not be logged within the Client Communications Activity on the client record. Only...
rating 29 Mar, 2023 Views: 140
How do I create an email template?
1. Within Communications Centre, select Email Templates. 2. Click Create Template to open the Create Message Template dialog. 3. Enter the template Name as well as the message Subject. 4. Now type the content of your message. Hint: If you are copying and pasting from another...
rating 29 Mar, 2023 Views: 132
Using Custom Field Tokens in Communications Centre
Within Email Templates or Send Email, you can select the custom fields you have created within Admin Centre to populate in the client email. Simply select the options from the Token dropdown list to auto populate your email content with the custom field information.
rating 23 Mar, 2023 Views: 129
File size limits for attachments when sending an email in Communications Centre
In Communications Centre if you receive the message 'You have reached the email file size limit for the email provider. Please attach a smaller size document', check the size of the file(s) you're sending. The limits are different depending on the service provider you use. Service...
rating 29 Mar, 2023 Views: 127
How do I create a Mailing List using a Data Mine? 
Types of Mailing Lists that can be created: Client type (e.g. all individuals) Age (e.g. with a DoB greater than x) Relationship type (e.g. Is a Director of) Usual Year End Enrolled for MTD CIS Contractors Custom Fields Clients with Self-Employment Pages Bookkeeping software (clients...
rating 29 Mar, 2023 Views: 122
Can I turn on automation for all clients at the same time?
Yes, the option to bulk activate automation must be selected when activating any automation. Launch Admin Centre. Select Applications > Communications Centre > Customise Communications Centre. From the left-hand menu select Automated Message Settings. Select the relevant automation to...
rating 29 Mar, 2023 Views: 121
Why can’t I see my own email address within the From field?
If you are unable to find your email address in the From field within Send Message, it could be that it either hasn’t been created or hasn’t been validated: Go to Communications Summary. Find your name on the User emails widget and check the Status. Click the link...
rating 29 Mar, 2023 Views: 115
How do I populate an email with client information?
A token can be used to populate an email with client information. Tokens are available for client personal/business information and a selection of tax values. Within Send Message click in the message body. Click in the Search tokens field, a list of tokens is displayed. ...
rating 29 Mar, 2023 Views: 115
How do I populate an Email with tax information from a previous tax year?
Within Send Message you can populate your email with tax information from the current or historic tax years. Within the message content field under Create message a Tax Year field is available (adjacent to the Seach tokens field). The Tax Year selected here will determine what the CURRENT tax...
rating 29 Mar, 2023 Views: 98
Why does the Pending record requests widget Total not match the number of records within the Pending queue?
The Pending record request widget includes all messages which have been generated via Automation. Each type of Pending records request is then shown as a separate total. The Pending queue will also include Scheduled messages, generated when selecting Sent Later from the Send Message...
rating 29 Mar, 2023 Views: 82

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