We have 4 separate divisions with 4 different branding. Very time consuming as we have to tick up to 65 individual customers in one division to send statements and sometimes we send the wrong customer a different branded statement as names of customers can be similar to another division, which becomes confusing for the customer.
I thought with us setting the customers into groups would help, but there is no way to make it work. Having this sorted would, 1.save us time, 2. not allowing mistakes sending statements to the wrong customer
Christine McMahon
supported this idea
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We have 4 separate divisions with 4 different branding. Very time consuming as we have to tick up to 65 individual customers in one division to send statements and sometimes we send the wrong customer a different branded statement as names of customers can be similar to another division, which becomes confusing for the customer.
I thought with us setting the customers into groups would help, but there is no way to make it work. Having this sorted would, 1.save us time, 2. not allowing mistakes sending statements to the wrong customer