If multiple clients have same email address that BM puts these emails into email manager so you can save email to correct client instead of the email being saved to all the clients with the same email address

Similar to the current email template feature, there should be a letter template feature which allows us to create letters for clients, individually or in bulk, using pre-created or custom templates. For Bright to be our sole client database, havi...

Please make it so that it is possible for add standardised attachments to templated emails so that when sending an email at a workflow step, the email template also has an attachment

To make exclamation mark on tasks more versatile, instead of saying missing information when there isn't anything missing, it should say ' see urgent note' saves confusion if there is missing information for the client or not

I would be great if we could have a section called "Knowledge Hub" visible for all clients where we post tax updates or general information

It is great that CC has been added when one sends emails to contacts. However, this option is not available yet in automated emails. It would be great to have this added too as it would be a very useful addition to the emails automation program. T...

Make it simple for all directors to sign the letter of engagement for the company.

select who would be on the BCC as you cannot currently CC anyone on the automated emails. The sender of the email is the only option for the BCC.

Placeholder [%MTDQUARTERLYPERIOD%] in email templates returns the current quarter based on time of year. If used, this perhaps may cause some confusion with clients. Proposal Please consider adding a new placeholder, to provide calculated numerica...

It would be great to be able to create letters for posting within AM, using the data already held. Not only would client addresses etc be pre-populated, but the letters would be retainied 'in the cloud'