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 ...

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.

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...

It would be helpful to have auto message templates for receiving records for different services, rather than one generic one. This would allow us to adapt the information, such as turnaround times, dates etc, rather than manually changing each one.

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...

Placeholder [%MTDQUARTERLYPERIOD%] in email templates returns the current quarter based on time of year. If used, this perhaps may cause some confusion with clients. Proposal Please consider adding a new placeholder, to provide calculated numerica...

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...

Can currently only link one email to a single task Would be better to be able to link multiple to show history of a job

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...

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 ...