Send emails/sms to client classification subgroup

Go to (1) System, then select (2) Client classifications

Use the (1) filter to select a subgroup of the classification, (2) select the required Classification Type and (3) tick box to select all Classifications or alternatively select each contract required

Select (1) More options, the (2) select the required method of communication required

Example of selecting Send Email

Example of selecting sending a SMS

Last Updated on 1 year ago by Debra Hart