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Status Planned
Categories Practice Management
Created by Guest
Created on May 11, 2023

One click ability to email every client avoiding duplications due to multiple entities

Example - mailshot to all clients for newsletter without emailing all directors of the company and annoying them. Use this at the same time as other filters.

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  • Claire Agasee
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    Apr 17, 2024

    I agree, this would be very useful for us as we do send blanket newsletters at times.