Open Forum

 View Only
  • 1.  Quick Send Statements

    Posted Sep 22, 2021 11:57 AM
    In attempting to test Quick Send for statements, I set up one customer to have statements delivered by Quick Send.  I printed the statements report to PDF in order to have the Quick Send statement sent.   Quick Send DID send a PDF to the email address setup for that customer.  However, the PDF file it sent included all statements for all customers.  Where should I look to troubleshoot why it's sending all statements, rather than just the statement for the specific customer?

    -Dan Carroll

    ------------------------------
    Dan Carroll
    Aircraft and Commercial Enterprises
    Derby KS
    ------------------------------