gp1
Level 1
11-12-2020
05:28 PM
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I would like to send a bulk email with a generic letter as an attachment. Is it possible to do this or will I need to send one at a time?
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George4Tacks
Level 15
11-12-2020
06:29 PM
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This is not a feature of Lacerte. You can export client information and import it into your e-mail contacts list. You do risk making client information less secure by doing this, so limit the amount of information that you put in a contact list.
Answers are easy. Questions are hard!