Schedule Send Emails
Amanda Aparicio
Although most of us have a bad habit of working late into the night and on weekends, especially during tax season, I think we can all benefit in a schedule send feature for emails. As in, I am writing an email at 10pm but don't want it to send out until 8am. This way, we're not encouraging clients to contact us all day and night and expect an immediate response. This should also help with expectations as we get into the busy season.
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Autopilot
Merged in a post:
Email scheduling inside Financial Cents
R
Rosa B. Perez
Ability to schedule emails to send at a later time from inside FC's email module (currently no scheduling option).
Autopilot
Merged in a post:
Schedule Send of Emails
K
Katie Helle
It would be really great if we could schedule emails that pop out as part of an automation. I often work odd hours and hate sending the email automation at an odd hour. It would be great if we could schedule them as we do an email or a client task.
Autopilot
Merged in a post:
Schedule Emails to Send at a Future Date/Time
T
Tiffany Bastian
There's no way to compose an email and schedule it to send later. Scheduled sending would let team members draft communications in advance and deliver them at the right moment.
S
Stephanie Gillenkirk
Would also like to add into the mix here:
Proposals and chat messages for the very same reasons.
Amanda Aparicio
Merged in a post:
Add Delay Send for Emails
Amanda Aparicio
I work odd hours occassionally as a firm owner but I don;t necessarily want my Client's to know I'm working in the middle of the night. Outlook has a delay send function where I can schedule emails to go out. Same function in FC would be awesome.
Amanda Aparicio
Merged in a post:
Ability to schedule emails
Amanda Aparicio
Ability to schedule emails
B
Beth Anne Kaczmarczyk
Yes I hate that I can't schedule emails