CRM - MDA
Home of articles for all CRM menu items in My Digital Accounts.
By Arunprakash and 4 others5 authors27 articles
- 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.
- 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.
- 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.