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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...
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29 Mar, 2023
Views: 263
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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...
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29 Mar, 2023
Views: 252
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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.
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23 Mar, 2023
Views: 252
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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...
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29 Mar, 2023
Views: 238
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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...
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29 Mar, 2023
Views: 213
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How to Delete Emails in Bulk
To delete emails in bulk go to Communications Centre. From Message Activity select Sent/Cancelled from the top of the screen. Use Ctrl+A to select all the messages or Ctrl+Select to select specific messages to delete. Click Delete. The following message is displayed: Click Confirm to...
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21 Mar, 2024
Views: 205
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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. ...
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29 Mar, 2023
Views: 185
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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...
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29 Mar, 2023
Views: 179
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Communications Centre Notifications
Within the TaxCalc Notifications Panel you will receive the following notifications when: a scheduled message that is waiting in the pending queue becomes due. request for records/reminder emails are generated and are waiting in the pending queue. all users with a Communications Centre...
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23 Mar, 2023
Views: 172
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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...
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29 Mar, 2023
Views: 159
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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...
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29 Mar, 2023
Views: 152
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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...
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29 Mar, 2023
Views: 148
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Setting default firm email fonts to your mailbox
Within Admin Centre, select Applications > Communications Centre > Message Defaults. From here you can change the default font style and size for signatures, message templates and any outgoing email messages. Select the Font size and the Font family. You can also select Reset to...
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29 Mar, 2023
Views: 147
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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...
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29 Mar, 2023
Views: 145
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Why does the Automations widget on Communications Summary show a different number of clients as inactive for each type of automation?
Automation types are available for specific client types as follows: Request records for Accounts = Limited companies Request records for Tax CT = Limited companies Request records for Tax SA = Individuals, Partnerships, LLPs and Trusts Request records for VAT = Limited companies,...
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29 Mar, 2023
Views: 142
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