Emailing

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...

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...

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.

We are just using BM 4 weeks and already its difficult to locate emails when some clients have pages of emails to scroll through, and we dont necessarily know what subject was used on the email sent. Whats it going to be like in a years time ? Is ...

When clients copy in their colleagues/spouses the email feature in BM doesn't show this so I always have to check in Outlook to see who is included in a conversation. If it's more than one person I can't easily reply to all in BM (the solution is ...

At the moment the email signature is added at the end of all of the emails including those you are replying to, it would be neater if it was added just under the email which is being sent to the client

Our old system had a re-send button , it would be good to have this feature on AM because clients are always losing or deleting e-mails.

Currently the resources section cannot be categorised or filters, and when attaching resources to emails to clients, it can be quite difficult to find the one you want. Perhaps a search option or categories for resources would improve this.

Company email field allows multiple addresses separated by a comma but on an individuals account (Self Assessment client for example) it won't accept multiple email addresses so it means we can't include those clients in a mailshot for example the...