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Emailing

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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 14 days ago in Emailing 1

Email manager- Supplier email tracking

In Email manager, emails are automatically stored in a clients timeline if the email address matches their account, however I receive emails from suppliers, which would be good to track in a timeline the same way. At the moment I have to go in and...
Clare Byrne 11 days ago in Emailing 0

Bulk email scheduling option

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 ...
Natalie Dorrington 22 days ago in Emailing 0 Need more feedback

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 about 1 year ago in Emailing 4

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 6 months ago in Emailing 0

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

No description provided
Guest 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
Guest almost 2 years ago in Emailing 0

The option to add variables into the subject line on a custom automated email

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.
Guest 9 months ago in Emailing 0

A deselect all box for the client list when bulk emailing

Could we have a deselect all/select all button at the top of the client list for emailing? I appreciate we can filter the client list as much as possible but there will still be times when we want to select certain clients to receive a bulk email.
Guest 9 months ago in Emailing 1

Auto-emails for PAYE refs

Auto-emails should be sent out to clients who have PAYE as an active service, requesting the PAYE references the same as they are for missing UTRs, Companies House authentication codes etc.
Guest 3 months ago in Emailing 0