Can you send customer statements by using Contact Groups?
EG, some customers wont need statements or want them. Would be good to be able to send statements to a contact group that for instance is called Requires statement??
Is there a way to do this rather than having to manually tick or untick boxes each month for each customer?
Can you send customer statements by using Contact Groups?
EG, some customers wont need statements or want them. Would be good to be able to send statements to a contact group that for instance is called Requires statement??
Is there a way to do this rather than having to manually tick or untick boxes each month for each customer?