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- Can I email organizers from the program?
Can I email organizers from the program?
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wpharrison
Level 1
01-03-2022
09:12 AM
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dascpa
Level 11
01-03-2022
04:24 PM
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Nope. Nor would I due to the sensitive nature of the data. I use the SmartVault portal add-in. In one batch (about 30 seconds) I upload all organizers to each client's portal. From there if I want (I don't) I can send a password protected email attaching the organizer. In my 40th year of this stuff - I mail out about 20 organizers for people that want them. Upload the rest and then offer to print and mail a paper copy before January 31st if the client wants it. Use to mail hundreds at a cost of thousands and found less than 5% even opened the envelope.
