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Is it possible to mass email all of your clients?

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Level 2
last updated ‎December 06, 2019 7:02 PM
 
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Level 11
Level 11
last updated ‎December 06, 2019 7:02 PM

it is possible. I did it (my IT friend did it for me). Make sure you BCC them so no one else sees everyone else's email. 

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Level 11
Level 11
last updated ‎December 06, 2019 7:02 PM

it is possible. I did it (my IT friend did it for me). Make sure you BCC them so no one else sees everyone else's email. 

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Level 4
last updated ‎December 06, 2019 7:02 PM
You can export the homebase to Excel and use that to make a mail merge.  There isn't a built in function of ProSeries to allow for mass email like that asides from batch emailing the client checklist.
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Level 11
Level 11
last updated ‎December 06, 2019 7:02 PM
Yes, thats what my friend did. He exported them to Excel and then did his thing. Thanks @Matt105
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