How To
Use the Recently Bounced E-mails Dashboard Widget
CCH iFirm Time and Fees
Security role required: Email Centre - View Email Content and Resend
Use the recently Bounced emails dashboard widget
You use the Recently Bounced E-mails widget on your dashboard to see the 10 most recent e-mails with a status of Bounced. This clearly reminds you that you have to try resend the bounced e-mails.
The widget has a remove icon on the right hand corner and the following columns:
- Date Sent - the date this e-mail was sent from the E-mail Centre.
- Name - the name of the contact to whom it was sent from the E-mail Centre.
- Category - the category of the e-mail sent and bounced.
You can click the View all bounced e-mails link at the bottom of the widget to quickly access the Bounced tab in the E-mail Centre, where you can resend the bounced e-mails.
Related documents
Use interim or progress invoice text
How to use interim or progress invoice text
Recording time in lieu
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
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.
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.