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  1. Contacts: Statements - Allow to be sent to Contact Groups

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    submitted  ·  108 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Richardsons Accountants commented  · 

    This would be really useful, for internal processes if we can check our client's statements grouped per manager portfolio rather than each manager individually selecting clients statements.

    Richardsons Accountants supported this idea  ·