There are several different tab types you can add to your forms. They will each display certain fields from within Senta automatically.
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For the most part, you will probably just be using the 'Form' tab type, however if you wish to restructure your client records or create break-out forms for clients, it can be useful to understand the properties of the various tab types.
All of the available tab types in Senta are used in the default Client Details form, which can be found by going to:
Settings > Forms
Master Forms > Client Details
A standard form tab type for adding fields. Forms can be employed to collect information from clients, or used as part of internal Jobs to record information within your practice.
To create a Form tab type go to:
Then, create form and add relevant fields. For example, you can populate the form with a date type field to record date information:
And press Save.
The Form tab type will appear within the Client's page:
You can then populate the Form tab with information by going to Edit and filling out any relevant information (for example date):
And then press Save.
You can then view the information by clicking on the tab:
This tab will show a list of all Jobs and tasks in process for a client. This includes both ad hoc and recurring jobs and also ad hoc tasks.
Also, both ad hoc jobs and ad hoc tasks can be kicked off via the Work tab.
Any recurring jobs kicked off via the Services tab will also appear under the Work tab.
This tab will show any saved notes on a client record.
You can add any new one off note by clicking on the Add Note button on a Client's profile:
You can also add a note in regards to a specific task by clicking on the Add note within the task:
More information on this topic is covered on our Guide on Notes
This tab will show a list of email threads with a client.
Once you integrate your email service with Senta, the system will scan your email folders and will display any current and
historical email communication between your practice and any client's contacts email addresses. You can exchange email communication directly from the email tab without the need to log in to your email service.
This will show a list of contacts for a client.
You can add multiple contacts for a client by going to Contacts > Edit > Add contact
You can also send both ad hoc emails and ad hoc texts via the Contacts tab if you enter a valid email address and mobile phone number for your Contact.
AML checks for your contacts are also performed through the Contacts tab. Our guide to the AML check feature explains in detail how this feature works.
Furthermore, In order for a client to be able to use the Client Portal, you will need to activate them via the Contacts tab. The client will receive an email inviting them to set up a password in order to access their Senta account.
Additional actions tab that you can perform via the Contacts tab is the option to create an Individual type of client from an existing contact
You can also link those 2 contacts together so your client can seamlessly switch between their Client portal profiles as Individual and as a Contact of another client. For example, you might interact with an individual who is a contact on a client company, say, a director, and yet is also a private client for their own personal tax return.
More information on this topic is available on our Client-contact linking guide.
This will show a list of available services to choose from, and details of any selected services.
To select a service go to Services/payment tab > Edit > Tick and select from the available list of Services
Any jobs associated Services will appear under the Work tab. For more information on how to set up Services, take a look at our guide here.
This will show imported information from Companies House.
The Companies House tab displays tab displays key company information such as company name, type, date of incorporation, accounts next due.
Senta can also use key dates from this tab to automatically trigger accounts production and confirmation statement jobs for your clients. You can also import any documents from Companies House straight into Senta.
For more information, take a look at our Companies House integration guide.
This will show any recorded time items for the client.
Once you enable the Time Recording feature through Settings > General Settings > Extras, a new Record time button will appear within the job.
|Form||A standard form tab type for adding fields|
|Work||This will show a list of all Jobs and tasks in process for a client|
|Forms||This will show a list of any completed forms for a client|
|Notes||This will show any saved notes on a client record|
|Emails||This will show a list of email threads with a client|
|Contacts||This will show a list of contacts for a client|
|Services||This will show a list of available services to choose from, and details of any selected services|
|Companies House||This will show imported information from Companies House|
|Recorded Time||This will show any recorded time items for the client|