Forum Discussion

syless141's avatar
syless141
Member
2 months ago

MYOB Business marketing communication

Hi We recently started running targeted marketing campaigns, and we are looking into a precise contact report.  Is it possible to generate a report of contacts associated with purchasing or quoting...
Genreve_S's avatar
Genreve_S
MYOB Moderator
2 months ago

Hi syless141, 

 

Love the idea of targeting people who’ve already bought that product, that’s a ripper approach. You can run an Item Sales report to see who’s bought that item over a specific date range.

 

The catch is it’ll only show actual sales, not quotes. At the moment, there isn’t a report that lets you filter quotes by the item on the line.


Regards,
Genreve

syless141's avatar
syless141
Member
2 months ago

Hi Genreve_S​ Thanks for quick reply. 

Can we add it to the enhancement request list? 

 

 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 months ago

    Hey syless141,

     

    While there isn't a built in report that pulls contacts by product or stock code, you can pop this on MYOB Business Ideas Exchange board as a feature request, include your example around needing to notify customers from past purchases or quotes, and other users who want the same thing can vote on it so it gets more visibility with the product team.

     

    Cheers,

    Doreen

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