professional contacts report
I can now run a report based on professional contacts. However, when I send the results of that report to search (say, to send a broadcast email to all the CPAs of clients,) it sends the clients, not the professional contacts.
Is there a way to pull a list of professional contacts, then send THAT to search?
21
votes
Lisa
shared this idea
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Hollie Crabtree
commented
Not sure if you have solved this issue yet, but I think by using the membership option this will help run the report to then send broadcast emails vs. trying to use the professional contact spot in know your client section.