Emailing

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.

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 ...

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...

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

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 ...

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.

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...

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...