Sarah Stanton
Activity overview
Latest activity by Sarah Stanton-
Sarah Stanton commented, I need this for my firm!
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Sarah Stanton commented, Agree!
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Sarah Stanton commented, I second this 100 percent. It also helps keep things separate for 7216 consent purposes. Considering how much we pay for safesend use, I'd rather this function be available than to have to do a wor...
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Sarah Stanton created a post, Link up to Client Management Instead of CSV manual entries
I propose that instead of manually re-entering all client data through the use of CSV templates, that instead the system pull from the client info in the client management section. I imagine this f...
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Sarah Stanton created a post, Link up to Client Management Instead of CSV manual entries
I propose that instead of manually re-entering all client data through the use of CSV templates, that instead the system pull from the client info in the client management section. I imagine this f...