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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: 161
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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: 155
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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: 144
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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: 143
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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: 143
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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: 135
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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: 117
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