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CommunityIs there a way to send all clients a trust statement (ie at 30 June) without going into each individual matter and emailing from there?

Is there a way to send all clients a trust statement (ie at 30 June) without going into each individual matter and emailing from there?

  • Lyn Penney (Customer)

    Hi Amy,

    You can create a Mailing List. Search for instructions how in the Leap Help Centre :)

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Is there a way to send all clients a trust statement (ie at 30 June) without going into each individual matter and emailing from there?