How to Send a Mass Email to Customers

You can send a mass email to your customers using the Customer Inquiry/Mail Merge tool.

1. Click the Inquiry/Mail Icon.

2. Click Customer Inquiry/Mail Merge.

3. Set the Document Type to "Email".

4. Click the Billing Search Tab.

5. Enter "*" in the Recurring Code field to search for all recurring accounts.

6. Click Search.

7. Click the dropdown for 'Which Email Address' and select Primary, Secondary, Both, or Service.

8. Enter your Subject.

9. Enter the Email Body content.

To include a PDF attachment, you must contact Cornerstone to have the file placed in the correct folder path for inclusion.