Emailing

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

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 ...

Create custom emails from more fields within a client file. For example where a companies year end is approaching, allowing ane automated email to the customer informing them and possibly arranging a meeting etc. At current, capacity for custom au...

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...

Allow us to view email attachments in the outgoing drafts without having to go in to the email.

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 ...

Currently it appaers possible to prevent emails from being sent on a weekend or bank holiday. It would be helpful to be able to ammend this list to include additional dates for non-sending. Adding the ability to prevent automated emails from being...

Currently, if you're using a canned email, you not only need to pause the email while you're amending it, but then you need to update the "pause" and go back in to edit. If you don't do that, after about 10 minutes, Bright will automatically send ...

The way that reminder days are set up for VAT and accounts information requests, currently one has to manually enter the days, alternatively can we have an option to tick weekly /fortnightly/monthly reminders? as I find this very cumbersome, an ex...