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Re: Re: Letters sent to show on status screen
Nick Claxson
12-8-18
Hi Tomas

Ive found how to do this.

Use the customer letter screen in the CRM module and create a workflow activity.


This will add the activity to each client which is on the associated mailing list to that customer letter.

Only note is to make sure the header line is clear as that is what the system adds to the customer status screen


**JUST MAKE SURE IT IS ALL SET BEFORE YOU CLICK WORKFLOW ACTIVITY AS THIS WILL BE GENERATED IN A BLINK OF AN EYE**

Nick
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