CRM - MDA
Home of articles for all CRM menu items in My Digital Accounts.
Key Information Document (KID) - MDAWhat is a Key Information Document (KID) and how to generate them in My Digital.
CRM Improvements - June'22 ReleasePlace to see all our new features and screen improvements in CRM.
MDA CRM UpdatesPlace to see all our new features/screens being released this month in CRM and some improvements.
QuestionnairesCreate your own SDC and IR35 Questionnaires!!
Data Imports - MDALearn how to use the data imports in My Digital Accounts.
Illustrations - MDALearn how to create and send illustrations to My Digital Accounts.
CRM Settings - MDAUnderstand all the CRM settings in My Digital Accounts.
CRM ImprovementsPlace to see all our new features and screen improvements in CRM.
Favourites MenuGuess who's back!!! 👀
Bulk Email - CRMThis article specifies how the new interface looks and improvements made in the bulk email screen.
User PrivilegesThis articles specifies how the new interface looks and the improvements in user privileges screen.
Practice and Company DashboardThis article specifies how the new practice and company dashboard looks in the new interface.
Notebook - CRMThis articles specifies how the new interface looks and improvements made in the notebook section.
CAE and CIS KID GenerationThis article will help you understand how to generate CAE and CIS KIDs via the illustration module.
SMS Templates and Bulk SMS - MDAThis article will instruct you on how to create SMS templates and send bulk SMS from MDA.
Domain Verification - Email Security Changes - DMARC
Troubleshooting Email Issues
Illustration and Email EnhancementsThis article will help you to know about the illustration and email enhancements in Mar'24 system update.
Define Employee Number: Employment CreationThis article helps you understand how to input your own employee number while creating employment.
Custom People List EnhancementsThis article will show you how you can create custom people list with variety of parameters.
Multiple "From" Email AddressesThis article will explain how you can configure different from email address for different email templates.
Auto-Reduce Personal Allowance in IllustrationsThis article will explain how the system will reduce the PA (or) tax code if worker earns more than £100,000 per year.
Bulk Actions - CRMThis article will explain how to send starter packs, RTW checks, portal access and update CRM fields in bulk.
CRM Improvements - December'24This article will help you find the information regarding improvements in CRM for the December release.
SMS Configuration: Text AnywhereHow to configure APIs and Sender in Text Anywhere
E-Signature: Signable-generating API KeysHow to create API keys for Signable
Bulk Update Fields - CRMThis article will show you how to bulk update CRM fields.
CRM Improvements - March'25This article will help you find the information regarding improvements in CRM for the March release.
Stop Payroll Default - CRMThis article will give information on stop payroll updates in the October release.