Released: August 26, 2024
Update - You can now generate reports with set filters to bulk email SOAs to a group of contacts
Directly in the Contacts tab, you can use a pre-existing filter from the Report feature and then immediately bulk email the SOAs
You can also generate a filtered report that you’ve created and then bulk email SOAs to those contacts as well
Once you’ve generated your list, you can immediately send it to your contacts via email.
Check out our video below, going through the Bulk Email SOA process:
Learn more about the changes we’ve made to the Scope of Appointment process here.