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 necessary information in order for you to set up an Agent profile.
Practice:
Comms:
Workflow:
Pricing:
Letter of Engagement:
Templates:
Payments:
Agent Authorisation:
Companies House:
Users:
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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 - Users
The Users tab allows an Agent to create and manage users within the CRM module, allowing them to have access and conduct any work necessary within the module. To add a new user, click on the Add User button. To edit any details of an ...Agent Setup - Payment
The Payment tab allows an Agent to set up their preferred payment method, as well as manage any other payment types. To edit or delete any chosen payment method, click on either the Pencil icon (edit) or the Bin icon (delete) within the Action ...Agent Setup - Comms
The Comms tab is where an Agent can setup their email settings (SMTP), SMS settings and email signature. SMTP 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 ...