16 results found
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birthday
An automated 'Happy Birthday email or special event, or Happy 1 Year in your new home' email, sent from 365 would add value to our clients.
9 votes -
Emails and notes fonts need to be consistent
All the fonts in the populated email are different which looks very unprofessional. Even when i change the font via selecting all it only changes the text, not the pre populated tokens. We need consistency for these.
6 votes -
in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer
in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer
4 votes -
Being able to send our own emails from the workflow
Being able to send our own emails from the workflow
4 votes -
Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening and want to schedule
Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening when my baby is sleeping and I don’t want to send out any communication outside office hours. The system doesn’t allow us to schedule this which means I am restricted to working 9am – 5pm.
3 votes -
Take the word Automated out of the pre populated emails
Take the word Automated out of the pre populated emails
1 vote -
Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours
Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours but the clients will receive these invitations or emails at our s=chosen times.
3 votes -
Admin cc'd on case emails
Include the Admin to get cc’d into any case emails sent from the system including the client notifications
18 votes -
Mailchimp and automation
It would be fantastic if we could have the choice to choose another email template (mailchimp ones) from the automated/ pre populated. So having the drop down menu to choose another email, as if they make their own pre offer email, it is more work to go to cases to email that , where if we had the drop down it would make it a lot easier!
18 votes -
Subject Line to include brokers name
For the emails sent out via the platform, it would be good if the subject lines included the brokerage name, so clients who receive the emails are aware of who it is coming from.
12 votes -
Pre Populated emails format
The email fonts and sizes are all different and they cannot be amended.
15 votes -
Two way email integration
Trying to send an email to two clients on a case with different names is slow as you have to search for them both separately on the cases view.
We need to be able to select both clients whilst in the case summary and choose a template or compose a case note if required.
It should be possible to send emails to more than just the clients through the system i.e. solicitors, estate agents and even for admin to email or cc the adviser into an email.
Should have the ability to cc other parties (where relevant) onto email sent…
142 votes -
26 votes
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Select All Option for Bulk email
Select all for mass email/download data
15 votes -
Ability to choose whether emails come from Adviser on the case or the person sending the email
Currently if an admin sends an email about a case, such as a case note, the reply email is taken from the logged in user, i.e. the admin.
This ticket would allow brokerages to default this to always be the adviser on the case, no matter who the user is who clicked send.
19 votes -
Add attachments to application updates
Ability to add attachments to application updates. For example attach invoice to application submitted notification.
28 votes
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