Email BA and other Reports to potential client in Business Accoucnt
2
votes
In Legacy, there's an option to email a BA out to the participant. That no longer exists in the Business Account and would be a very handy button to add next to the person's name where you can download. Now you have to download, then send through my own email which is cumbersome if there are more than a few. Or if I forget to set up the auto-send when the link is sent out. You also can't checkbox a group and do something to the whole group together.