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Paycircle Ideas Portal
Status New
Workspace Paycircle
Created by Rebecca Gotch
Created on Sep 30, 2025

Include the client reference number within auto emails

It would be ideal if we could include a reference number within emails that are automatically sent out. This would then allow our system to auto file them against the client

Customer For all clients - Benefit to the bureau
Customer Priority 1
Business Case

This would be a huge time savers for our bureau. Currently we set up the emails to be sent to the client and to a generic email address. The admin team then ensures that each individual email is saved against our client for future reference.

If we could include an individual reference number these emails could be automictically filed against the client. Allowing us to work smarter not harder!

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