EZLynx - Birthday Cards for Secondary Contacts
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Frank Cabasier
As a user, I would like the ability to send birthday emails to primary and secondary household members.
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R
Rachel Newton
Hi Frank - Are you looking for full size cards? Or postcard size cards. You can currently send postcards to primary contacts (not secondary contacts yet).
If postcards will work you can find more information here https://help.agencyrevolution.com/en/articles/588191-creating-and-sending-postcards.
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Frank Cabasier
Rachel Newton: No, I want the ability to send birthday cards by email to primary and secondary insureds. I currently have that when I signed up for Fuse and was told I could do both. Now that I am signed up with Agency revolution, I am told they can not do a simple birthday card through Fuse. We are currently sending them out through EZLynx now. Is this something that is going to be addressed soon or is it never going to happen? That may decide if I am keeping Fuse.
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Rachel Newton
Frank Cabasier: Thank you Frank. That makes sense. I totally understand now. Sorry for the confusion with me and the frustration with not being able to send birthday messages through Fuse. Due to the way EZLynx reports birthdays it is quite extensive for us to support this. But with that being said we understand the need for this functionality. It is on our radar, but it has not been planned yet. I will update the original post for my own clarity. And you will be updated when any movement happens with this.