Hi
Is there a way in MYOB Accountants Enterprise where we can store identifying details about a client such as whether they are:
We would then want to run reports to just select clients for which each item applies so that we can send them related newsletters.
Thanks and kind regards
Jo
Hi JoannaHD
In AE, under a Client > Extra tab, you'll see what what we call Extra Lists and Extra fields. This area is used to classify your clients for different purposes i.e. marketing, compliance and general info about the client. With regards to your query, you'd want to set up Extra Lists.
I've included a link on setting up new extra lists below:
https://help.myob.com/wiki/x/an7nAQ
Once added, you could create reports under Reports > Client > Client List and select the Extra List field names and filter for specific values. This report could then be used to do a bulk email to clients via the Mail Merge option as per the link below:
https://help.myob.com/wiki/x/TYo6Ag
