Clients that are married sometimes will have a joint email address. We have two dummy clients on Plannr that have the same email address. The email was addressed to Good Afternoon! Jordan, instead of Good Afternoon, Tony! when a fact find was sent out. It should have been Tony, will this be looked into? Can all parties of a joint, business or trust record be referenced when emailing, or can we select which party we wish to notify?
Please authenticate to join the conversation.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 2 years ago

Louise Bliss
Get notified by email when there are changes.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 2 years ago

Louise Bliss
Get notified by email when there are changes.