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MAJBServ's avatar
4 years ago

Client/Customer scheduling

Seeking to find a solution - We have clients where we undertake work for on a 2 year repetitive cycle.  Once an Invoice is raised in MYOB, I would like the date of the work to interface into an external software package and schedule for 2 years time.

 

The ability to send a reminder email to the client that work is scheduled would be fantastic.

 

I can manually export sales data to a spreadsheet, but this involves finding contact details and recording notes.  I am trying to streamline a manual system.

 

Any solutions greatly appreciated.

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  • Hi MAJBServ 

     

    I would recommend having a look at our App Marketplace to see if there is an option that would help you streamline your customer scheduling.

    These apps are developed by third parties, so I would recommend contacting them directly via their website.