4.3 CRM - how do I send emails to my clients that are not "reports"?

Loving the improvements with 4.3 - especially the CRM

How do I send non-report emails to my clients?

I need to send emails that do not require a report date range and are not one of the pre-defined report templates.

Hey @RonTheWebGuy

Currently, the only way to send an email to your clients through MainWP Dashboard is by sending the reports.
You can try customizing a report by removing all data related to website activity and then filling in the data under Report Content & Design Customization accordingly.

You can find more information about customizing Pro Reports in our help documentation: Pro Reports extension overview - MainWP Documentation

2 Likes

This topic was automatically closed 24 hours after the last reply. New replies are no longer allowed.