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Emailing

"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 over 2 years ago in Emailing 3 Planned

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 over 2 years ago in Emailing 0

Better view for emails per client to help us find older emails faster without scrolling through pages

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 ...
Guest over 2 years 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 1 Already exists

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 12 months ago in Emailing 0

Have a RESEND button for e-mails and signature requests, etc

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.
Guest about 3 years ago in Emailing 0

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 about 1 year ago in Emailing 0

Remove (X days until deadline) from automated reminders

Please add the option to exclude the (X days until deadline) from the subject line of automated reminders. Clients are ignoring the content of the reminders which may have an earlier deadline, and only see that they have X number of days to action...
Guest about 3 years ago in Emailing 0

Email recipients display and reply all feature for email response

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 ...
Mark Dorrill about 2 years ago in Emailing 0

Email signature under last email when replying to an email

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
Guest about 2 years ago in Emailing 0