Report of clients on a given step in a workflow, then mail merge from report
I would like to be able to see all the clients on a given step in my workflow process. Then to be able to mail merge and send those clients a letter would be very helpful.
4
votes
Thaddeus Fonck
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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