at present when sending statements every month to my customers (which is around 200 or so) I have to select them all individually as some customers want statements emailed and some want them printed. Repeating same customers every month.
To do this I have to select the 'print' tab and then select EVERY SINGLE CUSTOMER SEPARATELY.
When I have finished printing statements I then have to chose the 'email' tab and start all over again and select EVERY SINGLE CUSTOMER SEPARATELY to email.
It is very time consuming.
I know there is a box at the top which you can 'tick' but it selects ALL the customers which is not what I want to do.
I believe you should be able to select a 'box' in the 'card file' or somewhere in the system and tell the system you want to print or email statement each month without having to select same customers every month individually. You are able to tick a box for invoicing yet there is nothing so simple for statements.
Needs updating a.s.a.p.
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