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.
