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Emailing

Link more than one email to a task

Can currently only link one email to a single task Would be better to be able to link multiple to show history of a job
Guest 3 days ago in Emailing 0

Display attachment indicator in Outgoing Email Queue

Currently there is no way to see whether a queued email has an attachment without opening the individual email. Users would like an attachment indicator (either a standard attachment symbol or the filename) visible directly in the queue view, to h...
Mike Turner 14 days ago in Emailing 0

Previous Email Field

I would like to see a Previous Email Feild below the current field. When a client updates their email address, as soon as you change the email address, the history of previous emails are lost from the timeline. If we put their previous/old email a...
Charlie Pym 4 months ago in Emailing 2

Improve email format in BrightManager

When I see an email sent from BM come into outlook it looks very unprofessional. There is an awful lot of spacing for some reason and when replying or forwarding an email from within BM the same happens, blank lines added in and new lines created ...
Guest over 1 year ago in Emailing 4 Planned

PAYE Frequency - add more options

To add the option to have more than just one PAYE frequency, for clients who have employees that are paid both weekly and monthly. Then If you want to email a specific message to clients who pay employees weekly, it would be useful to be able to f...
Mairéad Swanton 3 months ago in Emailing 0

Email Sender Settings

I wanted to raise a broader system improvement suggestion, as the current setup presents some practical challenges for us. At the moment, having emails sent from whoever enables or sends the form does not align with how client relationships are ma...
Guest 2 months ago in Emailing 0

Add CC for automated emails

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...
David Martinelli 10 months ago in Emailing 0 Planned

Add attachments to email templates

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
Guest about 2 years ago in Emailing 0

can we have a P11D reminder email automation like the tax return reminders

No description provided
Guest 11 months ago in Emailing 0

Automated emails subject line editing - allow using clients & accounts variables

It is great that we can now edit automated emails subject lines. However, I have just found out from the support desk that clients and accounts variables cannot be used when editing automated emails subject lines. It would be useful to be able to ...
David Martinelli over 1 year ago in Emailing 0 Planned