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Communications Centre
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 25 Nov, 2021 Views: 74
How do I generate a mail merge letter for a single client?
Within Practice Manager you can send Mail Merge letters to single clients. In Practice Manager right-click on the client. Select Send Letter. The Send Letter dialog is displayed. Select the required letter and click Send. The letter is then opened in MS Word and the message...
rating 28 Mar, 2022 Views: 71
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 11 Jul, 2022 Views: 62
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 25 Nov, 2021 Views: 60
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 25 Nov, 2021 Views: 59
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 25 Nov, 2021 Views: 59
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 25 Nov, 2021 Views: 56
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 25 Nov, 2021 Views: 51
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 30 Mar, 2022 Views: 51
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 03 Oct, 2022 Views: 48
Why can I not see Request records for Accounts within Automated Message Settings?
Request records for Accounts, Tax CT and Confirmation Statement are only currently available for Limited Companies. These options will not appear within Automated Message Settings for other client types. Automation types are available for specific client types as follows: Request records...
rating 25 Nov, 2021 Views: 43
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 25 Nov, 2021 Views: 40
Can I attach a document to an Email I am sending to my client from within Communications Centre? 
Yes. Within the Send Message screen, with the Create message tab selected: Select the paper clip icon. From the Select file to attach dialog, browse then select your file. Select Open. The name of the attachment will appear at the bottom of the message. Please...
rating 25 Nov, 2021 Views: 38
Can I attach a document to an Email I am sending to my client from within Communications Centre? 
Yes. Within the Send Message screen, with the Create message tab selected: Select the paper clip icon. From the Select file to attach dialog, browse then select your file. Select Open. The name of the attachment will appear at the bottom of the message. Please...
rating 25 Nov, 2021 Views: 34
Why can’t I see the Firm (Office) email address within the From field?
If you are unable to find the Firm email address in the From field within Send Message, it could be for the following reasons: It hasn’t been created It hasn’t been validated The user hasn’t been granted access Go to Communications Summary and click Firm emails. Click Not...
rating 25 Nov, 2021 Views: 31

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