Auto-Send UMR Form Pack to New Client

Added option to automatically send a UpdateMyRecords Form Package to new clients

DATE ADDED: 12/03/2018

  • Added option to automatically send a UpdateMyRecords Form Package to newly created clients. With this feature enabled, when you add a new client to the Client List, they will then be sent a UMR form pack. This feature allows your business to more efficiently send out forms, ensuring no new clients go without receiving paperwork. 
    • Company Settings > Other > Auto-Send New Client Form Pack

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