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Step-by-step Guide

Can I turn on automation for all clients at the same time?

Article ID: 3210
Last updated: 29 Mar, 2023

Yes, the option to bulk activate automation must be selected when activating any automation. 

  1. Launch Admin Centre.
  2. Select Applications > Communications Centre > Customise Communications Centre.
  3. From the left-hand menu select Automated Message Settings.
  4. Select the relevant automation to open the Request records dialog.
  5. Select the required Send from email account and Template as well as the Usual year end days.
  6. Ensure you select Automatically activate setting for all existing eligible clients within their client record.
  7. Click Activate.
  8. You must then select Finish and Finish and Save to update the automation settings.

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

Article ID: 3210
Last updated: 29 Mar, 2023
Revision: 3
Views: 136
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