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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: 79
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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: 78
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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: 67
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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: 60
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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: 59
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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: 57
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Communications Summary Widget Counters and Statuses
From the Communications Summary screen you can see all your communications activity at a glance. No email addresses - the number of clients and contacts that do not have an email address. Emails – the number of emails that have been sent or are scheduled, plus any pending requests and...
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23 Mar, 2023
Views: 56
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OAuth Authorisation for setting up SMPT Details
TaxCalc supports the OAuth standard for authorising email for some providers. If the provider supports OAuth (currently Outlook or Office365) then you will see two options: Simple (or basic) authentication OAuth authorisation If TaxCalc (or the email provider) does not currently support...
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01 Nov, 2023
Views: 44
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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: 44
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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. ...
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29 Mar, 2023
Views: 43
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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...
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29 Mar, 2023
Views: 41
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Tips and Tricks Home Page
Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. Using Custom Field Tokens in Communications Centre Request Records Reminders Communications Summary Widget Counters and Statuses Communications Centre...
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04 Jul, 2023
Views: 33
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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.
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29 Mar, 2023
Views: 33
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Adding Tokens to an Email Subject in Communications Centre
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. Simply select the relevant options from the Token dropdown list. The tokens will appear by default inside the email body, but you can...
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04 Jul, 2023
Views: 29
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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...
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29 Mar, 2023
Views: 28
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