BellaCT
4 years agoExperienced User
Hi
Looking for a more efficient option when emailing bulk statements.
I use identifiers to group customers, based on the email address # they want the statement emailed to. i.e add identifier B in the card file if they want the statement emailed to email address #2, C for address #3 etc.
However, after this filter I still may have a list of 100 customers and on selecting them all, I then manually have to click on the email address and change it to address to #2 ... for EVERY SINGLE CUSTOMER. And... this can only be done using the mouse as the enter key or down arrow dont work this way.
Soooo time consuming. Can anyone suggest how I can do more simply please....???
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