ADD A NEW IDEA

Emailing

    Showing 67 of 545

    when sending invoices from accountancy manager, it would be useful if there is an alternative copy email address so i can copy the invoice email to my accountancy software.,

    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...
    Guest over 1 year ago in Emailing 0

    Don't use trans clients' deadname in email subjects or recipient names

    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...
    Guest over 1 year ago in Emailing 0

    Don't send reminder emails over the weekend for some clients

    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.
    Miriam Sackie-Mensah over 1 year ago in Emailing 0

    Allow Client Manager to remove emails allocated to a client

    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...
    Guest over 1 year ago in Emailing 0

    Remove e mail generation to clients after each document upload. Or at least have the option to remove.

    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.
    Guest over 1 year ago in Emailing 0

    Updates to global automation need to be picked up on client records

    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...
    Guest over 1 year ago in Emailing 0

    Allow Christian name only to be picked up in automated letters

    To make automated letters feel more personal
    Guest almost 2 years ago in Emailing 0

    New field to allow Manager & Partner email addresses to be used in automated letters

    New field to allow Manager & Partner email addresses to be used in automated letters. This help make the feel of automated letters more personal.
    Guest almost 2 years ago in Emailing 0

    Full Email Integration, that you do not need to Bcc the Bright Manager system when using external email apps (ie Gmail)

    Other practice management systems have a fully integrated email system that allows you to reply to emails outside of Bright Manager, without having to Bcc the email for Bright manager in to the receipt list. Instead a fully integrated email system...
    Guest almost 2 years ago in Emailing 0

    Create automated emails without having to set up a new service. Link to existing automation settings

    It would be useful if we could create an email template and link it to the existing automation settings for a service. For example, I want to send out a separate R&D email to all limited company clients in addition to their records request ema...
    Guest over 2 years ago in Emailing 0