Emailing

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...

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

View sent emails

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...

Our firm has 600+ clients recently input on BM and we are successfully using task function. We now would like to begin to use email automation on a test basis. We have been advised by BM that we would have to turn ON email automation globally (s...

can it please not have data reminding just the date - when there are too many reminders left let’s say 100 weeks cannot go through them on the same date with let’s say 20 days reminding left - then if we do it 2 days later - we need to change all ...

At the moment the e-mail template just says a document is waiting for approval. The e-mail address may be used by the client for several businesses, so the e-mail template should state the business name and the template/document name.

I would like to send a recurring monthly email to all clients requesting that they must inform me immediatley of any changes to their ID. Is this possible and if so could you explain how please.

Instead of any invoices generated by accountancy manager and copied to my email address, i woud like the copy to be sent to a different email address (my software)A great deal of clients would also like invoices to be sent to a different email add...