Emailing

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

New field to allow Manager & Partner email addresses to be used in automated letters. This help make the feel of automated letters more personal.

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...

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...

When creating an e-mail with custom template, Would be time saving to have an option to autofill the subject line

We often have accountants that acquire a number of new practices. Each practice has it's own branding so AM will be implemented individually at each location. However Partners will often need to login to each sites AM accounts and do not want to s...