Emailing

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

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...

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...

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...

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

Please would you move the function to pause or unpause the email queue for all staff from the Queue window to somewhere else, possibly the Accounts Settings window. If this button is accidently clicked emails will be sent to clients that were not ...

Manual Emails can currently be sent from a Client File or Task List with the recipient prepopulated which is a great time-saving feature of AM. However, additional recipients must be manually typed - let us know how important adding recipients by ...

Currently the only option for the sender of automated record requests is the client manager or task owner, change this to allow users to select which user email the reminders are sent from