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Yearly Reminders by customer type
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I would like to be able to send different yearly reminders to each customer type.
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You can do a "save copy" of the yearly reminder to make a duplicate. Then, apply customer type filters to each. I would recommend this video: https://www.youtube.com/watch?time_continue=3&v=pXSDBH88aZ4
In particular the last half of it for this topic, but the whole thing should be useful knowledge.
You can do a "save copy" of the yearly reminder to make a duplicate. Then, apply customer type filters to each. I would recommend this video: https://www.youtube.com/watch?time_continue=3&v=pXSDBH88aZ4
In particular the last half of it for this topic, but the whole thing should be useful knowledge.
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