ADD A NEW IDEA

Emailing

    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

    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 10 months 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 11 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 almost 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

    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

    Add a Period Start Date for Tasks

    Would it be possible for the team to add in the period *start* date as a variable so we can communicate with our clients more clearly? Example:“Please provide us with bank statements for the period between 1st January 2020_(period start)_ – 31st D...
    Miriam Sackie-Mensah about 3 years ago in Emailing  / Tasks & Workflow 0 Will not implement

    Disable auto-linking of client emails

    In instances where a contact is linked to multiple clients and the same email address is used.Add a setting to disable automatic linking of emails to client allowing the user to link emails to a client via email manager
    Jon Ellis about 3 years ago in Emailing 0 Will not implement

    Email Viewer

    View sent emails
    Jon Ellis about 3 years ago in Emailing 1 Planned