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Pulling company name details from clients in AO operating under trust and super

Sian_Asset
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Sian_Asset

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Pulling company name details from clients in AO operating under trust and super

I want to know if i can pull the company names of our clients as most operate through family or super trust. For marketing purposes ie finding them on facebook and Instagram i need the company names. I dont want to trawl through all the paper files! Any help would be appreciated.

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MYOB Staff Post Helen-Z
98 Posts
MYOB Staff Post
Australia
Helen-Z
MYOB Staff Post

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Re: Pulling company name details from clients in AO operating under trust and super

Hi @Sian_Asset 

 

Thanks for your question, and welcome to the MYOB Community Forum.

 

I've tried to create a report to see if the information is able to be extracted with the current report fields, and unfortunately was unable to do so.

 

We can create a customised report for you - if you are interested in this option, please let me know by contacting me via Private Message.


Regards,

Helen
Tax Support Specialist
MYOB Australia Pty Ltd
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