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Portal Communication to All Clients

Experienced Partner JPH
23 Posts
Experienced Partner
Australia
JPH
Experienced Partner

23Posts

361Kudos

0Solutions

Portal Communication to All Clients

Enhancement request.  

Please add the option where our accounting practice can send a message to all of our Portal Users in one easy step.

We want to use the portal to communicate with clients not just sign tax documents.

Ideally we would want to ask clients simple questions i.e. Are your wills up to date?  Clients can click YES or NO. 

We then can run a report with all the negative responses and start the disucssion with clients to value add.

 

1 REPLY
Community Manager Suja_P
5,623 Posts
Community Manager
Australia
Suja_P
Community Manager

5623Posts

1997Kudos

463Solutions

Re: Portal Communication to All Clients

Hi @JPH,

 

Thank you for your enquiry. Really sorry for the delay in getting back to you. 

 

We have logged this as an enhancement request for you.  The option currently available to you in AO is to create a mail merge to email. 

 

For details please refer to KB 36185 - http://myobaustralia-ad.custhelp.com/app/answers/detail/a_id/36185


Kind regards,

Suja Pillai
Social Support and Community Manager
MYOB Australia Pty Ltd

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