Emailing statements to customers

OkapiOkapi Member Posts: 4

Hi there,
I am looking for a way of emailing many statements to many clients at the same time. Currently I have to email one by one. This is quite time-consuming if one has 532 clients. I am imagining of having a possibility of you selecting all customers (and deselect a few who do not require to receive statement) and then select the time frame, and click send statements for selected clients. Et voila, statement sent. Please let me know if we have such a feature in waves. I know for sure that sageone has. Thank you

Comments

  • JamieDJamieD Administrator Posts: 795 admin

    Hey @Okapi! As of right now, this isn't something that is currently offered in Wave... perhaps it could be on the roadmap in the near future, but we don't have any immediate plans in doing so just yet. Appreciate you giving us an idea of what your workflow looks like, and how this implementation could benefit you.

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