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Batch emails feature?

Questions on using, creating, or understanding data in Fund Manager reports.

Postby dhhill » Sat Nov 19, 2011 10:42 am

Is there a feature that allows the user to send multiple emails with reports? The Send Email seems to be for single emails and the Batch Printing seems to be limited to printing or saving to images, etc. If I want to send a Portfolio Values Report to 50 clients that are set up in the Client List with their emails populated, is this possible?

Thanks.
dhhill
 
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Joined: Fri Sep 30, 2011 5:56 am

Postby Mark » Sat Nov 19, 2011 11:40 am

Hello dhhill,

Sorry, no, this is not a feature available today. It is something we're considering for a future update though.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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