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Emailing

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 2 months ago in Emailing 0

cc'ing of Emails | Option to see all emails cc'ed when looking back on an email sent

When sending an email thro' Bright you can sent to 1 email address, cc various email address and bcc other email address. After the email is sent and you review this email in timeline, you can only see the email address of person sent the email an...
Guest about 1 month ago in Emailing 1

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

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 6 months ago in Emailing 2

MTD IT variable field should report from the Filing Details

In our email reminders for our MTD IT clients, we are using the following variable in our template %MTDQUARTERLYPERIOD% which is defaulting to "Q1 - 6th April to 5th July", however within the Client Info section under the MTD Quarterly Filings Det...
Guest 28 days ago in Emailing 1 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 5 months ago in Emailing 0

Records Received Auto Message by Service

It would be helpful to have auto message templates for receiving records for different services, rather than one generic one. This would allow us to adapt the information, such as turnaround times, dates etc, rather than manually changing each one.
Tiffany Da Silva about 1 month ago in Emailing 0

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
Harry Walker FMAAT about 2 years 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 12 months ago in Emailing 0 Planned

Calculated Field Placeholder for MTD Period

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...
Guest about 2 months ago in Emailing 0