Can I set up a form for new customers to complete

NWLTS
Experienced Cover User
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Experienced Cover User
Experienced Cover User

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Can I set up a form for new customers to complete

We have a form that we send to new customers to complete with their details. At the moment I manually add in the PDF. 

 

Is there a way I can set up a form in MYOB to send to customers to complete?

1 REPLY 1
Steven_M
MYOB Moderator
42,303 Posts
MYOB Moderator
New Zealand
MYOB Moderator

42,303Posts

5,729Kudos

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Re: Can I set up a form for new customers to complete

Hi @NWLTS 


MYOB Essentials doesn't produce a form that can be provided to new/potential customers to complete their details. This information does need to be added in manually to the MYOB Essentials software.

Kind regards,
Steven

MYOB Community Support

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