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Email Centre

CCH iFirm Time and Fees
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    E-mail Centre

    The E-mail Centre displays client-related e-mails as well as some key internal e-mails.

    There are two security roles relating to the E-mail Centre:

    • E-mail Centre - View Header Info and Resend - this is a limited role. Users can access the e-mail centre, view the header information of the list of e-mails, and resend undelivered e-mails.
    • E-mail Centre - View Email Content and Resend - this role gives users full access to the E-mail Centre where they can view the header information for e-mails, view the content of e-mails and resend e-mails.

    To access the E-mail Centre, click Settings > E-mail Centre.

    The types of e-mails that are displayed may include: invoices and statements sent to clients from Jobs & Billing, registration requests sent from Portal and internal e-mails sent by CCH iFirm to its users, such as when a new user is added or when a password is reset, client note reminders and Jobs & Billing progress alerts.

    All e-mails have a status. When a user clicks the Send button on an e-mail form, a row is added to the E-mail Centre grid. If CCH iFirm determines that the e-mail address is not valid, the status is set to Invalid. While the e-mail is being sent, the status is pending, but as soon as the e-mail service has reported that an e-mail was sent, the status is changed to Sent. If the e-mail is undelivered, the status is changed to Error.

    You can do a search in the E-mail Centre by entering the name of a person to find all the e-mails that have been sent to that person. You can expand the search box to filter the grid by category, so you can see the e-mails that are most relevant to you.

    The All tab displays the e-mails of all statuses. The Bounced tab only shows e-mails with the Error status, so you can easily see what needs to be resent and then resend the e-mails in bulk.

    You can click any column header to sort the e-mails:

    • Date Sent - the date and time a user clicked the Send button on the e-mail form. The list is in descending order.
    • Category - shows the area of CCH iFirm that the e-mail was sent from. For example, e-mails created in Jobs & Billing > Invoices will be shown here as Invoices.
    • Name - the name of the person to whom the e-mail was sent to. You can click the name to open the contact record.
    • Sent to - the e-mail address(es) that the e-mail was sent to.
    • Subject - the information from the subject field of the e-mail.
    • Status - the status of the e-mail.
    CCH_iFirm_Practice_Management_Email_Centre_1.png

     

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    View email contents
    You can view the content of e-mails in the E-mail Centre. The e-mails are read-only, therefore, you cannot edit them.
    Manage Email Templates
    Templates are supplied for e-mailing invoices and statements, or you can add your own. You can delete these templates if you do not need them. You can set the default template in the billing entities area. You have the option of sending your e-mail as HTML or plain text.
    Resend bounced emails
    You can resend an e-mail that has a status of Error or Invalid. E-mails with an Error status can be resent in bulk. Once an e-mail has been resent, its status changes to Pending.