Client Changes in case of death, divorce, etc after sending
We have several clients whose marital status has changed but we were not notified until after we sent the organizer out. Once the organizer is sent out we could no longer mark a client as deceased or remove a previous spouse from the organizer. The only solution is to delete the organizer and use another unit to send a corrected one out. It would be helpful if we could correct those things without having to send a whole new organizer.
Comments
We have had quite a few of these this year as well. This would be great in Gather and in Signatures!
Please sign in to leave a comment.