Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Mail merge within Outlook and automated emails based on job profile stages

To use the auto mail engine but through outlook which can then send the emails directly to recipients based on email addresses already held in the database.

 

To be able to create email templates for various job stages, which get prepared in draft format in the background without any user intervention based on due dates. user would then review the draft emails that have been mail merged and select whether to email out or delete.

 

Emails sent out to be stored against client communications so all users have visibility of what has been sent.

 

Could also extend to chaser emails when stages have not been completed after a certain number of days have elapsed (e.g. quarter end reminder sent out for VAT return, after 7 days to send a reminder)

  • Louis Evangelou
  • Nov 22 2018
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  • Paul Kelly commented
    16 Jan, 2020 03:27pm

    Andy Newmiss says this can be done. Can someone explain how please? Better still, can IRIS provide the documentation?

  • Guest commented
    26 Jun, 2019 11:04am

    This can already be done, we have been using this for many years