Automate search in customer list and easilly initiate email
Hello and happy new year !
I have a customer list with name, telephone, emails and some criterias like location, type of customer, etc.
I want to search that form to extract part of it, for example all customers that have a location of "Québec city" and then write a quick email, pre-filled with my coordonates, and just press "send".
I need advice to make this task as easy as possible. Do you have any advices ?
Sylvain
Topic Participants
Sylvain Shea
Gordon Mankelow
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