Article ID: 3201
Last updated: 29 Mar, 2023
Automated Message Settings allows you to automate the process of requesting records and sending optional reminder emails for clients which automatically generates a message. These messages can either be sent individually or in bulk. You can schedule emails to be sent to clients and select to automate an email that you want to send to your clients a certain amount of days after their year end. Once Communications Centre has been purchased, and if no automations are currently active, the Admin users will receive a notification within the TaxCalc Notifications Panel, where you can select Manage settings to automatically open the Automated Message Settings screen within Admin Centre. Once automation has been activated, the message will then reside in the Message Activity screen in Communications Centre within the Pending screen where you can view all scheduled emails. You can then choose to send, edit or cancel the scheduled email, depending on your requirements.
The Request records dialog is displayed.
Once the email has been sent successfully, the following message is displayed: For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.
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