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Knowledge base
Getting started
Concepts
9
Clients and Contacts
Prospects
Activity Feed
Services and Jobs
Planned Dates vs Due Dates
View all 9
Configuration
13
Finding your business (system-wide) settings
Setting up email
Setting up SMS
How to test a mailbox
How to enable or disable the sending of email
View all 13
Quick Tours
3
15 minute workout
The client list
The planner
Navigation
6
Introduction
Left Hand Menu
Top Bar
Shortcuts Bar
Help Menu
View all 6
Importing Clients and Contacts
10
Why import your clients?
What goes into the Client import file?
Example: Import a company and its Directors using registration number only
FAQ: Can I change the order of columns in my import file?
FAQ: Can I delete the columns that I don't need or use in my import file?
View all 10
Using Onkho day to day
Getting help
3
The Customer Success team
Business hours
Getting help straight away
Working with clients and contacts
9
Types of client
What's in a name?
Add a client
Add a client from Companies House
Add a Service to a Client
View all 9
Working with services and jobs
1
Conversations about jobs
Working with Inbox
20
How Inbox works
Saving email to a contact (or client)
Working with conversations and labels
Filtering and smart filters
Bulk actions in Inbox
View all 20
Getting insights
11
What is an insight?
Add an insight
Working with the Insights Builder
Make bulk changes using insights
Carry out bulk actions using insights
View all 11
Working with documents
10
What is the document portal?
All about folders
How to add documents to a folder
How to create a folder
How to delete a folder
View all 10
Onboarding clients
10
What is onboarding?
What your prospect or client will experience
Add a prospect
Convert a prospect into a client
Add an agreement
View all 10
Setting up Client Communications
0
Make Onkho fit your business
Dashboard
1
How to adapt and customise your dashboard
Custom Services
3
Creating a new Service
How can I create my own Service?
FAQ : Will my existing jobs be updated if I change an existing service?
Recommended practices
Getting ready for Making Tax Digital
7
10 Steps to MTD Readiness (for Agents)
Tracking MTD Readiness in Onkho
Step 1 - Tag impacted clients with MTD
Step 2 - Create custom attribute MTD Effective Date.
Step 3 - Create custom service MTD Readiness
View all 7
Community forums
Showing recent updates
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Hear from us
Announcements
3
Contact's activity feed gets an items view
Posted by
Emanur Rahman
,
over 5 years ago
Last Reply
by Emanur Rahman
over 5 years ago
Jobs get conversations of their own
Posted by
Emanur Rahman
,
over 5 years ago
Last Reply
by Emanur Rahman
over 5 years ago
INBOX is here!
Posted by
Emanur Rahman
,
over 5 years ago
Last Reply
by Emanur Rahman
over 5 years ago
Let's talk
Request a feature
55
Integrations
Posted by
Emanur Rahman
,
almost 5 years ago
Last Reply
by Emanur Rahman
over 4 years ago
NEW capabilities coming out soon for your INBOX ✔️
Posted by
Victor Popescu
,
over 5 years ago
Last Reply
by Emanur Rahman
almost 5 years ago
Client portal - Transparency between you and your clients
Posted by
Victor Popescu
,
over 5 years ago
Last Reply
by PAMELA DILLON
over 5 years ago
See all 55 topics
Ask a question
5
Notification for assigned tasks
Posted by
Rona Lyn Castaneda
,
over 5 years ago
Last Reply
by Emanur Rahman
about 5 years ago
emails
Posted by
Shaheen Chohan
,
about 5 years ago
Last Reply
by Emanur Rahman
about 5 years ago
Companies House pull thru for limited company prospects
Posted by
PAMELA DILLON
,
over 5 years ago
Last Reply
by Emanur Rahman
over 5 years ago
See all 5 topics
Report a problem
1
Planner Customisation is not sticking anymore.
Posted by
PAMELA DILLON
,
almost 6 years ago
Last Reply
by Victor Popescu
almost 6 years ago