Answered

Entites in Gather

Suggestions:

Provide CSV template for entities (right now you get an error if you do not include first and last name)

Incorporate mail merge into Gather so we may send client-specific engagement letters that include the recipient's name and address

6

Comments

1 comment
  • Official comment

    Hello Alison. Thank you for this feedback. We are hoping to release features to better support Entity clients in Gather sometime next year. I have submitted your request to incorporate Mail Merge into a Gather request for review. 

    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post