Professional Clearance – User Guide
Introduction
You can now send a Professional Clearance Letter to your clients previous accountant from within the CRM.
Sending a Professional Clearance Letter
To send a Professional Clearance Letter navigate to the People or Organisation record that the letter will be related to and check that the Previous Accountant sections have been completed. Make sure you have an email address in the Previous Accountant Contact Email field to send the letter.
If the Previous Accountant section hasn’t got any information in select the Edit option from the Actions Menu and add the information. Once done click Save & Close.
Once the Previous Accountant sections are filled in, go the Actions Menu of the record and select Send Professional Clearance Letter.
The Previous Accountant Email pop up box will then appear. The Sender will default to the current user but can be changed by using the dropdown menu. Who the email is sent to is pulled through from Previous Accountant Contact Email field in the record. Tick the Preview Email Before Sending box to view the Email Template. The Email Template will automatically default to the Professional Clearance Letter that has been set by an Admin User but can be changed using the drop down arrow. You can make any changes if needed in the body of the email. Once done click Send.
