Filter contacts by contact type and be able to export / mail to custom contact list

  • 3 February 2022
  • 1 reply
  • 46 views

Userlevel 1
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I would like to be able to generate a list of a specific contact type, for example, a listing of all individual clients with their email addresses that I can then put in to a program like mailchimp so I can email to a specific group of client.

Or generate a list of all the lawyers we deal with so we can send them something customized. 

 


1 reply

Userlevel 1
Badge +3

SORRY - JUST FOUND THIS FEATURE

 

Still being able to send an email to a client list like to all Trusts would be great.

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