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Step-by-step Guide

Why does the Automations widget on Communications Summary show a different number of clients as inactive for each type of automation?

Article ID: 3203
Last updated: 29 Mar, 2023

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, Individuals, Partnerships, LLPs and Trusts
  • Request records for Confirmation Statement = Limited companies

The Automations widget will show the total for Client active/inactive based on the qualifying client within the relevant client types as stated above. 

Click on the link for either Client active/inactive to display the list of clients.  From here you can access the client record to adjust the Automated Message Settings as required. 

More information on Automation can be found within KB 3210 Can I turn on automation for all clients at the same time?

For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.

Article ID: 3203
Last updated: 29 Mar, 2023
Revision: 5
Views: 69
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