CRM & Practice Management
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 - 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 - 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 - 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 - 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 - Templates
The Templates tab contains various templates such as engagement letters for different types of businesses, quote and contract and payment terms. There is an option to preview these templates as well the option to edit them to ...
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 - 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 - Workflow
The Workflow tab allows an Agent to enable system default emails to be sent out to clients and leads and you can set up the day when you want to send out these emails. For example, you can choose to auto send the Lead Confirmation Statement ...
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 ...
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 ...