Agent Setup - Comms

Agent Setup - Comms


The Comms tab is where an Agent can setup their email settings (SMTP), SMS settings and email signature.  



An agent can either use their own SMTP or use the Nomisma default SMTP as their outgoing server and this can used to send outgoing emails. 

To use the Nomisma default SMTP select the Default Nomisma SMTP option, enter the relevant email ID and then click Save. After you click Save, a verification email is sent to you from Amazon Web Services (AWS) where a link within that email will complete the verification once clicked on. 


To use your own SMTP select the Provide Your Own SMTP option, enter the relevant details and then click Save.  



The Sender ID is what the client will see when they receive a text message instead of a phone number (these text messages cannot be responded to directly). Enter this within the Sender ID field (which will have a 11-character limit), click Save and it will then take up to 48 hours for the SMS service to be active. 


Letter Sign Off 

The Letter Sign Off allows an Agent to create their own email signature template that will be used on all emails sent out to clients. Text can be populated and formatted to the Agent’s preference using the tools within the editing menu.  


They are also able to upload any photos (company logo) to the Letter Sign Off by first clicking the image icon within the editing menu, going to the upload section within the pop-up page, choosing a file, sending it to the server and then clicking Ok. 






    • Related Articles

    • Agent Setup - CRM

      To set up an Agent profile within CRM you will have to go to Setup on the left-hand menu on the main dashboard.    Once you are within the Setup page you will have a collection of tabs at the top of the page which will require you to fill out any ...
    • Agent Setup - Pricing

        The Pricing tab allows an Agent to setup new services and packages, and manage default services and packages already set up for you by Nomisma after a thorough market research.  Add a Service   ​ To add a Service click on the Services option and ...
    • Agent Setup - Agent Authorisation

        You can submit agent authorisation (64-8 form) from the CRM module.  Fill in all of the fields that are relevant to services that are provided, which can include CT Agent ID, SA Agent ID, PAYE Sender ID and CIS Agent ID and the passwords. Once the ...
    • Agent Setup - Companies House

        The Companies House tab can allow an Agent to file directly to Companies House via the Company Secretarial section within the CRM module.   Select Yes for the Directly File to Companies House Using Nomisma’s Company Secretarial Module field and ...
    • Agent Setup - Practice

        The Practice tab is where an Agent will enter all the necessary details about their practice and also all the Director/Members/Sole Trader details (depending on what has been selected for the Accountant Practice Type field). Click Save once all the ...