Emailing

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...

I'm trans and most of my clients are trans, and many have huge sensitivity around seeing their deadname. Legal names must be used on legal documents but legal name is NOT required for communications. Instead a Preferred name is present for a clien...

Majority of the clients are okay with receiving email reminders over the weekend. For those who prefer not to be contacted over the weekend it would be nice to opt them out in automation settings.

Currently only the person who sent or received an email can reallocate emails from being allocated to clients. It would be useful to allow the Client Manager the option to remove irrelevant emails from the Client timeline rather than relying on ot...

We dont need email for each upload. For example, an accounts pack required at least 5 documenst upload which means 5 different emails generated for the same thing that we need to delete.

We have noticed that when you update automation settings for the days chasing emails, these settings are only applied to new clients, not to existing clients When the global settings are updated all clients linked to the global settings should upd...

To make automated letters feel more personal