Create the ability to email statements as a | Financial Edge Ideas

Create the ability to email statements as a batch to all clients at once based on email address in Client 1 profile.

This would eliminate the need to mail statements to all of our clients. Right now we can only send them individually.

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Oct 21 2016
Future consideration

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Monique Collins commented

August 10, 2022 20:15

I certainly hope this is in the works. As a new user to Blackbaud I can not believe this is not an option. If I had known this in advance I would have seriously considered a different software.

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Kevin Merrell commented

March 30, 2022 15:18

This would be a huge help and time saver. Same for being able to email invoices

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