General
Account Vendor Program Communication Details
Purpose Accounts can be associated with a specified Vendor. Each vendor may have different documents which are to be associated with a Communication. Prerequisites Accounts must have a Vendor Program selected A Communication Type must have been ...
Address Change Communication Type Setup
Example Communication Type Setup The below dialog shows the mandatory setup fields required for an Address Change Communication Address change communications cannot be dispatched Master Document Setup There is no master document associated with a ...
Invoke SFTP File Transfer
Purpose Sends required files via the SFTP Transfer function. Access Communications | Invoke SFTP File Transfer Process A welcome message will be presented, click to move to the confirmation dialog. The number of files to be sent will be displayed ...
Manual Communication Replacement Fields
Concept These are an alternative to creating Copy Communications Manual replacement fields allow the input of user defined Communication Replacement fields to Master documents This method can be useful when: The Master Document is heavily formatted, ...
SFTP File Transfer Errors
Purpose Resolve any errors that arise during the SFTP File Transfer process Errors A list of common errors and the required action are listed below Error Message Issue How to Resolve No Connection could be made because the target machine actively ...
Create a Diary Note
Purpose A Diary Note is a Memo Communication used to record notes about a client or account They are typically used to: Record details of a conversation with a client Enter a task for a follow up date Timing A Diary Note can be added at any time ...
Dispatch Centre Configuration - Microsoft Graph
Purpose Microsoft is moving away from SMTP. Their lastest technology to send email uses Microsoft Graph with Modern Authentication. In order to send email through Microsoft Graph you will need to setup a Microsoft Azure Entra Id application in a ...
Communication Control Details
Purpose Allow the setup of communication specific details that will determine how communications may be used and user access to communications Access Communications | Edit/View Control Details Dialog Details Details Specific Search Criteria Field ...
Communication Details
Purpose Every Communication that is created by the system will have its own Communication Details dialog. All important information about that Communication is held in the Communication Details dialog. Timing Communications may be added at any time ...
Communication Browse
Purpose To provide a list of Communication(s) that match the specified search criteria Access Communications | Edit/View Communications Quick Access Button from Client Details, Quote Details and Account Details via dialog Search Criteria When ...
Report Communication Type Setup
Example Communication Type Setup The below dialog shows the mandatory setup fields required for a Report Communication Dispatch Centre details should be added as required Field Explanation Storage Folder [F2] and specify the storage location for the ...
Memo Communication Type Setup
Example Communication Type Setup The below dialog shows the mandatory setup fields required for a Memo Communication Memo communications cannot be dispatched Master Document Setup There is no master document associated with a Memo Communication
Master Communication Type Setup
Example Communication Type Setup The below dialog shows the mandatory setup fields required for a Master Communication Dispatch Centre details should be added as required Master Document Setup The associated word document is usually set up using ...
Copy Communication Type Setup
Example Communication Type Setup The below dialog shows the mandatory setup fields required for a Copy Communication Type Dispatch Centre details should be added as required Note: The ‘Replace fields in the copy’ checkbox may be checked on or off ...
Communication Rules
There are rules that determine what communications will display from each communication browse. These are: Client Communications button [Comm.] The communications button on the client dialog will display: All Communications created for the client not ...
Direct Printer Setup
Purpose Used for Bulk Printing of PDF files from the Communication Browse If no direct printer is setup, each file will open on screen first, and each file printed individually If a direct printer is selected, the file will print directly to the ...
Communication Type Browse
Purpose To provide a list of Communication Types that match the specified search criteria Access Communications | Edit/View Communication Types Quick Access Button | [F2] in Communication Type Field from Client Details, Quote Details, and Account ...
Communication Type Details
Purpose Communication Type is the term applied to the set up structure that will create Communications for particular purposes. The structure of a Communication Type will determine how the Communication works. A separate Communication Type should be ...
Communication Type Details - HTML Email
Access Communication Types Browse | or | Edit/View Communication Types | or HTML Email The HTML Email text needs to be created as a .html file and saved in a location that all users can access. HTML emails support the following communication ...
Dispatch Centre Configuration - Gmail APIs
Purpose To setup the Gmail API service within the Gmail Admin portal Access https://console.cloud.google.com/ Login to the above website. Create the Project In the search bar enter Projects. Select the Create a Project option. Complete the Project ...
Dispatch Centre
Purpose Dispatch Centre allows Communications to be sent by email Concepts Client Contact Points The Client Contact Point contains the client details required for dispatching communications by email. If no Active Client Contact Point record is found, ...
Communications
Purpose A Communication is a record of the external dealings you have with your clients. This may be in the form of letters, documentation, records of conversations, or attachments of relevant external files. Concepts Template Document Documents used ...
Dispatch Centre Errors
Purpose Resolve any errors that arise during the Communications Dispatch process Access An email will be sent to the Dispatch Centre error notification email address which contains the error message and the internal number of the communication ...
Diary Notes
Purpose Diary notes allow you to manage client/account follow ups by creating your own to-do list in the Communications module. Creating the Diary Note There are three important fields that can be used to assist with things that need further action. ...