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.

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 ...

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...

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...

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 ...

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...

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.

We would like to change the email field to call it Primary Email and then have another email field underneath called other emails which we can enter email addresses into and they also capture on the clients timeline.

Until you develop AI assiteted email management, at least allow to bookmark or pin the important emails and allow a filter button on timeline to see just the bookmarked one. alos an added advantage if i could simple copy that email to Documents wi...

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