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Emailing

Ensuring days to deadline correct when emails paused

We pause our emails so they can be checked. Emails chasing records include days to deadline that we cannot leave off. This is often incorrect when emails are paused and then send days later (if generated over a weekend). This is confusing for clie...
Guest 13 days ago in Emailing 0

Improve email format in BrightManager

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 ...
Guest over 1 year ago in Emailing 4 Planned

Display attachment indicator in Outgoing Email Queue

Currently there is no way to see whether a queued email has an attachment without opening the individual email. Users would like an attachment indicator (either a standard attachment symbol or the filename) visible directly in the queue view, to h...
Mike Turner 4 months ago in Emailing 0

CIS needs an email automation

There is currently not an automated email that goes out to remind clients for their CIS information each month. There is for every other tax filing like VAT, PAYE, P11D etc so need one for CIS please .
Guest 29 days ago in Emailing 0

Previous Email Field

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...
Charlie Pym 8 months ago in Emailing 2

PAYE Frequency - add more options

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...
Mairéad Swanton 7 months ago in Emailing 0

Add attachments to email templates

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
Harry Walker FMAAT over 2 years ago in Emailing 0

cc'ing of Emails | Option to see all emails cc'ed when looking back on an email sent

When sending an email thro' Bright you can sent to 1 email address, cc various email address and bcc other email address. After the email is sent and you review this email in timeline, you can only see the email address of person sent the email an...
Guest 3 months ago in Emailing 1

Add CC for automated emails

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...
David Martinelli about 1 year ago in Emailing 0 Planned

can we have a P11D reminder email automation like the tax return reminders

No description provided
Guest about 1 year ago in Emailing 0