Ideas & Enhancements

Document Setup - When merging Address, Document Setup need to prompt for an address selection during the merge process

The firm wants to use one of those “other” mailing addresses for the document merge.
If a firm has the ability to add an address, they will want the ability to use it for documents merge and reports.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Apr 10 2019
  • Attach files