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Sam20's avatar
Sam20
User
2 years ago

Email reminders 12 months away

Hello. I feel like I am so close to figuring this out but using the wrong search terms.

 

I am looking to have a reminder to contact customers around 11 months after their invoice date to get in contact with them as we are a yearly service. 

Is there an easy way to do this? 

  • Hi Sam20 , welcome to the forum. The following may help you:

     

    - In Setup, Preferences, Sales, tick the option to create a contact log entry with every sale

    - After creating a sale, open the customer card, find the log entry and enter a date in the Recontact field

    - Use the To-Do list, contact alert, to see your upcoming contacts.

    - Or create a custom contact alert report which includes their email address. 

     

    Also see https://help.myob.com/wiki/display/ar/See+what%27s+on+your+To+Do+List#expand-Managecontactalerts

     

    Existing invoices can have a log entry created by editing the invoice, make a small non-financial change, then record. 

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  • Mike_James's avatar
    Mike_James
    Ultimate Partner

    Hi Sam20 , welcome to the forum. The following may help you:

     

    - In Setup, Preferences, Sales, tick the option to create a contact log entry with every sale

    - After creating a sale, open the customer card, find the log entry and enter a date in the Recontact field

    - Use the To-Do list, contact alert, to see your upcoming contacts.

    - Or create a custom contact alert report which includes their email address. 

     

    Also see https://help.myob.com/wiki/display/ar/See+what%27s+on+your+To+Do+List#expand-Managecontactalerts

     

    Existing invoices can have a log entry created by editing the invoice, make a small non-financial change, then record.