Emailing

I wanted to raise a broader system improvement suggestion, as the current setup presents some practical challenges for us. At the moment, having emails sent from whoever enables or sends the form does not align with how client relationships are ma...

I would like to see a Previous Email Feild below the current field. When a client updates their email address, as soon as you change the email address, the history of previous emails are lost from the timeline. If we put their previous/old email a...

To add the option to have more than just one PAYE frequency, for clients who have employees that are paid both weekly and monthly. Then If you want to email a specific message to clients who pay employees weekly, it would be useful to be able to f...

When I see an email sent from BM come into outlook it looks very unprofessional. There is an awful lot of spacing for some reason and when replying or forwarding an email from within BM the same happens, blank lines added in and new lines created ...

It is great that CC has been added when one sends emails to contacts. However, this option is not available yet in automated emails. It would be great to have this added too as it would be a very useful addition to the emails automation program. T...

Please make it so that it is possible for add standardised attachments to templated emails so that when sending an email at a workflow step, the email template also has an attachment

It would be really helpful to be able to schedule a canned template bulk email to be sent at a specific time and date. For example, a reminder email to all relevant clients to pay tax on the 31st January, but set it up in advance to automatically ...

When creating a custom email for VAT reminders it is not showing how many days till deadline like it does with the readymade templates. If this option can be added to the custom emails it will be a great help.

We would like to change the email field to call it Primary Email and then have another email field underneath called other emails which we can enter email addresses into and they also capture on the clients timeline.