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$0 Statements went to Prospects & Leads

edited Dec 13, 2019 11:39PM in General

Just thought I'd pop this one in, in case anyone else has a similar issue.

We send monthly statements with a customised covering letter.  To do this we use Documents >>Bulk Merge and have a Group based on a saved search for customers whom have a balance due.

The same saved search has been working for the past year.  On Tuesday, first send since the upgrade, we managed to send a Statement to everyone using the same search including Prospects & leads.

Certainly our person sending it 'could' have noticed that the results were 4,000 customers instead of the usual 40 but it was totally unexpected.

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