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 necessary fields have been populated.
Upload a logo to produce on brand quotes and contracts.
Enter a Practice Tagline or create a new one and this will appear in the header and footer of the quotes and contracts.
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 - Letter of Engagement
The Letter of Engagement tab allows an Agent to customise their own letter of engagement using the templates available or using their own templates which can be uploaded. Terms and Conditions An Agent can upload their own terms 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 - 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 ...