Emailing

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

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...

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.

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 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

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

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