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Emailing

Remove the automatic sending of canned emails

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 ...
Guest about 1 year ago in Emailing 0

VAT reminder days

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...
Mairéad Swanton about 1 year ago in Emailing 0

Report to Show Unviewed Emails

No description provided
Miriam Sackie-Mensah about 3 years ago in Emailing  / Reporting 0 Need more feedback

Unpause global email queue

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 ...
Jenny Dinnage 7 months ago in Emailing 0

Automated Reminders for canned email messages

To be able to set up automated reminders for specific emails not related to accounts records requests.
Mairéad Swanton about 1 year ago in Emailing 1

Incoming client emails - prompt to reply to client through BM

When we receive a client email on Outlook, is it possible to get a prompt somehow from BM to email back through BM? It's easy to forget and happens alot that we will reply through Outlook and then your reply is not recorded on the timeline, this p...
Mairéad Swanton 8 months ago in Emailing 0

Format the CS01DATA in the new Request for CS01 Confirmation templates

I've trained my clients to check their addresses, officers and shareholders but they now stumble over the new CoHse requirements for a registered email and the "lawful use" statement. I want to be able to somehow highlight or emphasise those 2 poi...
Guest over 1 year ago in Emailing 0

"Are you sure?" Safety net when closing an unsaved email

Currently, before you click "send" if a new email is closed by clicking on the cross it is immediately lost forever with no warning or backup. It would be good to have this safety net in place as in other areas of BM or when drafting emails in Out...
Mark Dorrill about 2 years ago in Emailing 3 Planned

An option to prevent the automatic email generated when document uploaded

In most cases I am deleting the automatic emails produced when uploading documents to be signed by a client, as I instead send a canned email with more information. Could we please have an option to remove this feature added?
Guest 9 months ago in Emailing 0

Emails stay under client when deleted from Email Manager

Is there anyway that the emails can stay until the client but be deleted from email Manager ? At present if an email is deleted from Email Manager it is also deleted from the Clients timeline.
Guest about 2 years ago in Emailing 0