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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: 53
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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: 52
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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: 45
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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: 42
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Viewing a Client's Communications Activity
Within a client’s record, Communications Activity allows you to view the correspondence you have sent to clients. You can see the messages sent out to clients, who they were sent to, when they were sent and who in the practice sent them. This is particularly important for Practices to be able...
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13 Feb, 2024
Views: 23
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Setting up an Office 365 or Outlook mailbox in Communications Centre
Setting up an Office 365 or Outlook mailbox in Communications Centre Please Note: The Outlook (legacy) and Office 365 (legacy) options are expected to stop working within TaxCalc as Microsoft plan to decommission some of their older APIs from 31 March 2024. For any Microsoft email account types...
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27 Mar, 2024
Views: 21
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Communications Centre – Authorising a Microsoft Account using OAuth
See KB3380 - Setting up a Microsoft mailbox in Communications Centre. This article covers the Microsoft authorisation journey and steps that may need to be taken by system administrators. When the authorisation journey starts, the Microsoft website should load within a TaxCalc window. ...
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27 Mar, 2024
Views: 10
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