Card: Customer - Onboarding process

Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

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Introdue a CUSTOMER ONBOARDING feature. Send an SMS to client with a link for them to enter their details (& maybe a custom field (eg. "Boat Name") that we can create. Similar to the new Employee Onboarding Feature.

Finally details would be correct, spelt correctly rather than getting half the info from our employees.

"CUSTOMER onboarding feature ! (like the new Employee Onboard Feature)"

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