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Communications Centre
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,...
rating 25 Nov, 2021 Views: 28
Can I clear the Send Message screen without having to manually remove the content from each field?
Yes. Select Reset message in the top right hand corner of the Send Message screen/dialog. For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.
rating 25 Nov, 2021 Views: 22
Why is the Automations widget showing Practice state equals ‘Off’?
Automation is available for Record requests for Accounts, Confirmation Statement, Tax CT, Tax SA and VAT. Each type of automation needs to be activated via Admin before being activated on your clients. To activate select the Automation button at the top of the Communications Summary screen. ...
rating 25 Nov, 2021 Views: 21
Why are my Office emails and User emails widgets showing a Status of Not set/Not verified?
The Status column on the Office emails/User emails widgets will show as follows: Not set = An Office/User exists within Admin Centre but has not had an email account added within Outgoing Email Settings Not verified = An Office/User has had an email account added within Outgoing Email Settings...
rating 25 Nov, 2021 Views: 20
Why is the Message column empty within Message Activity?
The Message column displays the Subject entered within the email that has been/is being sent. From the Sent/Cancelled tab where the Message column is empty for a message, click on the Message column for that message and a View sent message dialog will appear. Where a Subject has not been...
rating 25 Nov, 2021 Views: 17
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...
rating 11 Jul, 2022 Views: 15

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