Texting and Email in bulk

I am looking for a way to send text to all my Past due Clients at one time.  Also email to all Past due at the same time.  Thanks 

Best Answers

  • themage
    themage Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    Answer ✓
    Past due should already have the option to email when it is processed. Otherwise, you could set up a CRM campaign. I don't know about Text messages.
  • BusyProperties
    BusyProperties Registered User ✭✭✭
    Answer ✓
    If a past due notice is set up as a form then you can also create a SMS. Then you simply add it to the past due schedule found in company>setup. Then you would get daily reminders for those that are past due. When you process them you can choose to either print, email or text or submit them in all three formats. 

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