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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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    Christine McMahon commented  · 

    Would have thought this feature would have been an easy one implement.
    It's a real company time waster, we have four departments, invoicing to different customers, and we are having to click manually to send out statements, so we don't send the wrong ones out. We have customers set up in groups, so why can't we send statements out in groups with one click. It's a pity to see previous comments asking for this 10 years ago, think how many hours have gone into wasted admin labor!

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    Christine McMahon commented  · 

    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  ·