Once contacts are created, we should be able to select those we want to send LOE's or Proposals etc to and have them all sent out automatically. Currently its a manual process.
I would love this to be developed. We have c600 Personal Tax Engagement Letters which are all the same, but have to send them indivdually at present. It would be amazing if we could bulk-send them.
Guest
I would love this to be developed. We have c600 Personal Tax Engagement Letters which are all the same, but have to send them indivdually at present. It would be amazing if we could bulk-send them.