Every time a new customer record is created it defaultsto,sending statements by print & post
surely in this modern age it should default to email -who posts statements any more!
So glad someone else has flagged this up, it is so time consuming, you would think it would be an easy adjustment to the system so hopefully the feature will be added soon!!
Is this feature in the works? We have to change 2,500 clients to have statements sent by email
Yes Please! I hate having to waste an hour of my time every month
Absolutely correct. Every month I spend and hour going through the list of 'Statements To Be Sent By Post' and changing them to 'By Email'.
You won't be notified about changes to this idea.
Guest
So glad someone else has flagged this up, it is so time consuming, you would think it would be an easy adjustment to the system so hopefully the feature will be added soon!!
Attachments Open full size
Is this feature in the works? We have to change 2,500 clients to have statements sent by email
Attachments Open full size
Yes Please! I hate having to waste an hour of my time every month
Attachments Open full size
Absolutely correct. Every month I spend and hour going through the list of 'Statements To Be Sent By Post' and changing them to 'By Email'.
Attachments Open full size