RELATED IDEAS
Email attachments needed for replies on BM client timeline
Currently there is no option to attach files to replies within the BM timeline on the client record, if you need to attach anything you have to create a new email losing the original email thread. Can we please have this added as it means we don't have full email options/functions as we would outside of BM on Outlook for instance.
I'm not seeing the update, could you send an image of where it is accessible?
Mair�ad
Office Administrator
Browne & Associates,
Chartered Accountants & Registered Auditors,
1 Main Street,
Ballincollig,
Co. Cork
P31 E263
Tel: 021-4810605
[cid:5d6e27af-4d3b-49d3-8a39-73f5fca9d198]
Disclaimer: This email and any files transmitted with it are confidential and intended solely for the person or persons to whom it is addressed. If you are not one of the named addressees you should not disseminate, distribute, copy or alter this email. If you have received it in error please return it to the sender and delete it from your computer.
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Hi Mairéad,
It means it is completed.
Many thanks,
David M
Does 'shipped' mean it is being worked on or it is completed?
Mair?ad
Office Administrator
Browne & Associates,
Chartered Accountants & Registered Auditors,
1 Main Street,
Ballincollig,
Co. Cork
P31 E263
Tel: 021-4810605
[cid:616635d3-11ae-4bc9-8731-979e886c1263]
Disclaimer: This email and any files transmitted with it are confidential and intended solely for the person or persons to whom it is addressed. If you are not one of the named addressees you should not disseminate, distribute, copy or alter this email. If you have received it in error please return it to the sender and delete it from your computer.
Warning: Although Browne & Associates have taken reasonable precautions to ensure no viruses are present in this email, we cannot accept responsibility for any loss or damage arising from the use of this email or attachments
In addition to Mairéad's idea, I would also add the fact that if one wants to forward an email containing attachments, from the Timeline screen, the forwarded emails do not include original attachments, even though it confusingly lists the attachments which were on the original emails at the bottom of the email. It would be useful if the forward functions included the original attachments, or at least a prompt asking users if original attachments can be included in the email