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How can we improve the Smartr365 emails?

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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 through the Smartr system i.e. solicitors, brokers, sales negotiator.

Having the ability to pull emails back into Smartr365, or have the replied emails that come from Smartr365 to go back into the system too, like a CC into Smartr365 and also their emails.

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Ciaran O'Malley shared this idea  ·   ·  Report…  ·  Admin →
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  • Greg Burnett commented  ·   ·  Report

    Ability to email clients from within the case view

  • Richard Webb commented  ·   ·  Report

    To add to this: I don't mind using MailChimp, but I would like the ability set my own template emails as the defaults for Fact Find invites and case status changes. It is not intuitive to have to cancel the system's default emails, and manually send the MailChimp ones

  • Ciaran O'Malley commented  ·   ·  Report

    So mass emails can be sent at a single click, rather than having to individually click each box

  • Matthew Preston commented  ·   ·  Report

    Being able to send emails from the client pages and having correspondence saved to notes automatically.

  • Justin Moy commented  ·   ·  Report

    I do find the current Smart Email templates to look odd - sometimes our logo is huge on an email, the email signatures have an array of font sizes that don't mix particularly well, and natural spacing of information doesn't exist. I am supportive of using automated emails to inform clients about stages of the journey, but they don't look like professional emails at the moment. This has been mentioned a few times but we don't seem to be doing a lot with this?

  • Justin Moy commented  ·   ·  Report

    Without having to set up anything in Mailchimp

  • Matthew Preston commented  ·   ·  Report

    You should be able to send emails to customers from within the system and have them saved to the customer contact record.

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