Contact settings (login, notify, email sync, signatory)

TaxDome fornisce flessibilità nel tuo CRM , nello stesso modo in cui i tuoi clienti sono impostati nel mondo reale. Ogni account può essere collegato a più contatti e ogni contatto può avere più indirizzi email. Quando si crea un account o importando i clienti, è possibile configurare le autorizzazioni e le notifiche. Inoltre, è possibile aggiornare le autorizzazioni in blocco in qualsiasi momento. Questo articolo illustra come configurare l'accesso e le notifiche per l'email di ciascun contatto all'interno di ogni account .

Contact settings, explained

Contact settings control the basic permissions and notifications for your client interactions:

• Login defines if the client has portal access .

• Notify defines if the client will receive system notifications and which ones.

• Email sync defines if you will receive emails from clients inside TaxDome. 

• Signatory defines whether the contact can sign proposals & ELs or recurring invoices .

Each client account can be linked to multiple contacts, but you can configure contact settings for each linked contact separately. This allows you to provide portal access and other settings to specific contact linked to the client account without giving it to the other contacts. Contact settings are always linked to contact email, so if your contact has two or more emails, you can select different settings for each.

You can access contact settings:

• in the Info tab of a client account  

• when creating a new client account 

• during client list import

• nel tuo account lista.

Mancia

You can streamline client management and update contact settings in bulk. Learn more in the section below .

Accesso, spiegato: gestire l'accesso al portale

When Login in the Info tab of the client profile is checked, the contact can access the TaxDome client portal. Usually, when you check the Login box, you may want to send the invitation to the client. However, you can check Login but choose to invite the clients later. This way, the account will be active but marked as Pending activation.

You can configure your portal to allow certain actions —such as viewing, signing, uploading documents, paying invoices and completing client requests—without requiring portal access.

Abilita l'accesso al portale

You can check Login in the Info tab of the client account page to give portal access to the person to whom this email address belongs.

Cosa fa:

• L'utente riceve un invito al TaxDome portale clienti via email.
• Una volta accettato l'invito, possono accedere al portale clienti .

Dopo aver aggiunto l'accesso al portale all'indirizzo email di un contatto, ti verrà chiesto di inviare un invito via email a quell'utente. Quando fai clic su Invia , TaxDome invia alla persona una richiesta di attivazione via e-mail. Per attivare l' account , la persona accetta la richiesta e crea una password. Il nuovo utente viene quindi automaticamente collegato al account Ogni utente ha le proprie credenziali di accesso per un account .

Mancia

If you want to turn the Login on but send the invite later, consider updating contact settings from account list .

Rimuovi l'accesso al portale

If someone no longer wants to have access to an account, go ahead and remove them. Under the Info tab of the account profile, uncheck the Login box to the right of the user’s email address. The account will remain intact; however, the user will no longer be able to access it.

Notificare, spiegato

The Notify setting in the Info tab of the client profile helps manage the system notifications sent to the specific client. You can turn it off completely or decide which types of notifications the client will receive.  

Seleziona quali notifiche riceveranno i clienti

Decide which notifications the user should get by clicking the three dots to the far right of the email address, then selecting Notification preferences.

Cosa significano i pulsanti:

• Documents: File upload:

  • Notifiche sui nuovi documenti caricati dall'azienda

• Documenti: Richieste di firma :

  • Richieste di documenti in attesa di firma
  • Promemoria sui documenti in attesa di firma

• Documenti: Approvazioni :

  • Richieste di documenti in attesa di approvazione
  • Promemoria sui documenti in attesa di approvazione

• Messaggi e attività del cliente :

  • Notifications about new messages, including client tasks
  • Notifiche sulle nuove risposte nei thread della chat

• Proposte :

  • Richiesta di nuove proposte
  • Promemoria sulle proposte pendenti

• questionari :

  • Richieste di nuovo questionari
  • Promemoria in sospeso questionari

• Fatture e pagamenti :

  • Richieste di nuove fatture
  • Promemoria sulle fatture in sospeso
  • Conferme per il pagamento delle fatture
  • Notifiche sui rimborsi emessi

• Richieste del cliente :

  • Richieste per nuove richieste clienti
  • Promemoria sulle richieste in sospeso

• Transactions:

  • The user will receive a weekly reminder email every Monday at 9:00 AM (in their time zone) with unanswered transaction questions.

Sincronizzazione e-mail, spiegata

When this is enabled, you and your team can see and reply to the client’s emails right from TaxDome. 

Cosa fa:

• If Email sync is enabled, the Email tab appears under the Communication tab in the client account. 

• All team members see all emails received from that address in the Inbox+ section and in the Communication tab of the account profile and be able to reply from TaxDome.

• Tutta la cronologia tra le tue email sincronizzate e le email del contatto verrà automaticamente popolata su TaxDome .

• If Automatically save attachments is enabled , all future emails with attachments will automatically save the documents to the Docs section of the account.

Mancia

Check Sincronizzazione e-mail for future clients who don’t yet have portal access (their Login is still unchecked), so you can receive emails from them, too.

Signatory, explained

Signatory defines whether the contact has authority to sign proposals & ELs or recurring invoices. When enabled, contacts can sign proposals, enter payment details for invoices included in proposals, and sign recurring invoices with payment details.

This setting is useful when you have multiple contacts linked to an account but only want specific contacts (such as primary account holders) to have signing authority.

For more information, read the Manage signers & signature authority for proposals article.

Update contact settings in bulk

Updating contact settings in bulk streamlines client management and saves time. This way, you can modify settings for all contacts linked to your selected accounts. To update contact settings in bulk, go to Clients > Accounts from the left menu bar and follow these steps:

1. Choose the clients by selecting checkboxes to the left of them.

2. Click More Actions and then select Edit login, notify, email sync.

3. Seleziona un'azione dal menu a discesa a destra di ciascuna impostazione:

• Non fare nulla: l'impostazione non verrà aggiornata.

• Abilita per tutti i contatti: l'impostazione verrà abilitata per tutti i contatti collegati a accounts .

• Login: Enabling Login allows you to select the Send invitations checkbox and add a message for the invitation email (optional).

• Notify: Enabling Notify allows you to toggle on Customize notification preferences and select the system notification types your clients will receive (optional).

• Disabilita per tutti i contatti: l'impostazione verrà disabilitata per tutti i contatti collegati a accounts .

Once done, you will receive an Inbox+ notification with a brief report on the bulk update result and a list of errors (if any).

I miei clienti hanno accesso?

You can quickly check whether your clients have portal access and view their Login, Notify, and Email sync settings in the Clients > Accounts section of the left menu:

• Login: The ID column in your client list indicates whether at least one contact linked to the account has portal access. Statuses are color-coded so you can identify them at a glance in your accounts list: 

  • Verde means the client account is Activated. The account has at least one user that can log on.

  • Yellow means the client account is Pending activation. The invitation was sent, but the client hasn’t activated their account yet.

  • Gray means the client account is Not activated. The account exists on TaxDome, but the invitation was not sent, and the account doesn’t have users that can log in.

• Notify and Email sync: the Notify and Email sync columns indicate whether the setting is enabled for at least one contact linked to the client account.

Nota

If you don’t see these columns, customize your client account list to display them.

Aggiungi più indirizzi email

Because a contact is a person, it’s natural that one contact might have several email addresses (personal, work, etc.). By default, each contact has one email address field, but you can manually create extra CRM fields or add ones while you’re creating new contacts manually or importing them .

In the account profile, open the Info tab, then review the Contacts section. Here, you can view all email addresses and phone numbers for the contacts linked to the account. If you want to add email addresses that aren’t listed, either add another linked contact or add another email address to the contact that is already linked.

Segui questi passi:

• Create custom CRM email fields to store the additional email addresses.

• Update the existing contact to include an additional email address.

• Turn on the Login, Notify and/or Email sync settings for the email address if you need to.

Notifiche ed e-mail per i clienti in attesa di attivazione

If you’ve turned on contact settings for a contact linked to an account, but they haven’t yet activated their account, they’ll still receive TaxDome email and system notifications:

• All regular email you send from TaxDome will go out to the recipient regardless of whether their account is activated or not. You also can receive Inbox+ notifications about new emails from that contact linked to the account (set this up in your Notification settings ).

• Tutte le notifiche di sistema verranno inviate all'indirizzo email del contatto e includeranno il banner di attivazione Account nella parte superiore dell'email finché non avranno attivato l'account. account .

You can always resend an invitation .

Cambiare un indirizzo email per un cliente

Quando l'indirizzo email di un cliente cambia, aggiungi il suo nuovo indirizzo email come se fosse un utente aggiuntivo.

Nota

Assicuratevi di non rimuovere immediatamente l'indirizzo email obsoleto.

Segui invece questi passaggi:

1. Update the client contact to include the new email address instead of the old one.

2. Check the Login box and wait for the user to accept the invitation sent to the new email address, so that they don’t lose access to their account. 

3. Una volta che il cliente ha accettato l'invito, elimina il suo precedente indirizzo email dalla sezione Email non collegate disattivando l' opzione Accedi .

Mancia

Se modifichi l'indirizzo email prima che la persona invitata clicchi sul link di invito, questo verrà disattivato per motivi di sicurezza. Una nuova email di invito verrà inviata all'indirizzo email aggiornato.

How clients can switch between accounts in the client portal

They can switch to the other account anytime later by clicking on the to-dos in the other accounts at the bottom of the Home page or by selecting the other account from the top right of the page.

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