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Sian_Asset's avatar
Sian_Asset
User
5 years ago

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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  • Helen-Z's avatar
    Helen-Z
    MYOB Staff
    5 years ago

    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.