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Ideas Portal
Status Future consideration
Categories Pensions
Created by Ibrahim Raja
Created on Oct 3, 2024

Streamlining the EA letters process

When sending the bulk AE letters we have to click on "Email all Letters" but this doen't update the list. To update the list and disappear the sent letters we have to take a second step to click "Mark all letters sent".
Can this process be streamlined to eliminate the second step. System should automatically mark the letter as sent when we click on "email all letters".

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