Sending Account Specific Mailers

Sending Account Specific Mailers

There is currently no way to send account specific mailers.  

Idea 1:  Create the option to send mailers, emails, and letters from the Asset Workspace and or the Report Assistant Workspace. 


Idea 2: We cannot create a template that references a specific account.  


Scenario:  We need to send a letter to all clients that have a PIM aka Discretionary Assets in the account (identified in the Assets/Liability Section).  The letter should be addressed specifically to the account owner.  The account owner may be Person1, Person2, or Joint(Record).  The account Owners is identified by the Balance Sheet Owner Field (section within each individual account).

The letter should reference a specific account number.  

Dear Mrs. Shuster

We are writing in reference to ####-#### account.  Please blah blah blah blah 

Please let me know if you have any questions.