Add a print All Button to DRS Portfolio

In Portfolios > Fee Portfolio, when a client is set up email it appropriately does not allow you to use the Print and Mail option. However, there are times where we need to be able to and the only option is to change the client to Print and Mail, go back to clear the fee and then change it again. Is it possible to get an enhancement that will allow us to override the normal set up and actively choose to Print and Mail from this screen without having to go through that process?

Could I request a Print All button to allow this to be done? (perhaps added to the side of the existing Print, All and None buttons?)


Many Thanks

Michelle White

Blum Shapiro


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