Reporting groups are a way of grouping customers in order to consolidate multiple customer emails and reports into one email for the group, i.e. to email the customer statements to a publishing company which will then be mailed to the appropriate customers by the publishing company
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Customer UDF for tracking which customers require print/mail
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Reporting Group for print/email customers
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Setup specific email/report for print/email customers
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Action Code for email and report to track Reporting Group activities/customers
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Assign customers to Reporting Group
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Communications - views for reporting group activities
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Reporting Group Logs