Would like to be able to put a bulk note onto our clients in our zone. We mail a market update every quarter and instead of going into each client individually it would be fantastic if we could bring up the tag and put the same note onto all 2000 clients with one note.
Would like to be able to put a bulk note onto our clients in our zone. We mail a market update every quarter and instead of going into each client individually it would be fantastic if we could bring up the tag and put the same note onto all 2000 clients with one note.