Emailing

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

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.

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...

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.

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...

When an email is received within AM it is automatically linked to the Client and appears on the Client timeline. There is a manual process to add the attachments to your Client's document library. Suggest automatically creating the document within...

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 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

Some thing that I have been meaning to ask, and something that can cause us issues, is that when a member of staff sends a document to a client for e-signing, they might not necessarily be the person that is named as the manager on the system, so ...