S
Sarah L
To email clients at once: Setup a project with an automatic email, using an email template of your choosing. Then assign that project to all applicable clients. Go to workflow view to search for the name of the auto-email project to have all come up, select the top checkbox to mass close projects which will auto-email all assigned clients. If your list of projects assigned to clients extends over multiple pages, you will need to mass close using the top checkbox to close all, per page (50 clients/projects per page display).
Amanda Aparicio
Merged in a post:
Bulk Email to Client Group
j
jacob bryant
It would be nice to send one bulk email to a selected Client Group.
Amanda Aparicio
Merged in a post:
Send a bulk email to a group with personal fields using an email template
Amanda Aparicio
Send a bulk email to a group with personal fields using an email template
Amanda Aparicio
Merged in a post:
Sending Bulk Email Feature
Amanda Aparicio
We would very much like to see a bulk item feature so that we can quickly and easily send out 1 email to a bunch of clients during tax season.
Amanda Aparicio
Merged in a post:
Bulk Email
j
jacob bryant
It would be beneficial to be able to send bulk emails to clients.
Amanda Aparicio
Merged in a post:
Bulk Email notification to all clients
j
jacob bryant
It would be great if we can send out bulk email to all clients. We need this function to send out general notifications such as tax regulation updates.