11-28-2011 08:13 AM
Sage email marketing - We preset our client's tax appts. Is there a way to send each client an individualized ltr/email with their name, appt date and time? I would assume we'd have to set up a field to pull from, but would it work? What is the best way to do this?
I called 3 different Sage tele #s, no one could answer this question.
11-28-2011 08:28 AM
Yes. All you'd have to do is fill in a field on their contact record and add that field to the fields in the letter in the appropriate place. Your best bet for this sort of quesion would be to get with a local ACT! Certified Consultant. You can find one at www.act.com/acc.