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Hello - 

One of our properties has a new procedure for invoices, and wants to send an email to all of the vendors for their property. They are all designated to a specific vendor class that only that property can see. Is there a way to generate an email that would automatically pull in all email addresses from each individual vendor within that vendor class, so we can send a mass email with the new instructions?

Thanks!

Hi @mdyer 

This would require customization of one sort or another.  If you have CRM Marketing, you could customize their mass email functionality to allow for defining a marketing list with vendors instead of leads/customers.  If not, you would have to create a processing screen to accomplish this.

Best,

David


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