Emailing

It is great that we can now edit automated emails subject lines. However, I have just found out from the support desk that clients and accounts variables cannot be used when editing automated emails subject lines. It would be useful to be able to ...

We’ve tried changing templates to Arial 10 but when the email goes out it isn’t in Arial 10. We seem to be spending far too much time fiddling with the font of an email before it goes out to make sure it looks professional. Clients are already ver...

An issue I have found with queued mass emails is that if I notice a typo once the emails are queued and pause the queue, I am unable to bulk edit the email to correct the typo, this can only be done by going into each individual email and with a p...

Currently, if an email has cc or bcc while in the Outgoing Queue, they are only visible by going into individual emails, only the "To" email addresses are displayed on the full outgoing queue page. There is space within the "Client" box to include...

Currently it's not possible to flag an email as 'High Importance' and it definitely should be there as an option.

Our office hours are 8:30am-5pm. We ask our staff not to send emails out of hours but then we have automated emails going out at 18:09 which goes against our policies. We were told the only way to do this would be to manually pause and unpause the...

The ability to export the timeline as a PDF and/or editable word document. This would be useful where the client requests a history of communication or for any audit purposes.

Currently there is no option to attach files to replies within the BM timeline on the client record, if you need to attach anything you have to create a new email losing the original email thread. Can we please have this added as it means we don't...

We have started using the Email Signature Template for staff email sign off and Automated records request emails, however when you type up a basic email you cannot see the template details at the bottom just the name of the template - I think it s...

Currently we can select to be automatically BCC into manual emails but this does happen when the manual email is sent as a reply from the client’s timeline