Creating rules based on notes left by client

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Creating rules based on notes left by client

I'm familiar with creating rules based on transaction narrations, and have used them effectively for most clients, but I'm curious if there is a way to make these rules work based on notes that the client leaves in the notes section? If not are there plans to implement this? Any help would be appreciated.

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MYOB Moderator
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MYOB Moderator
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MYOB Moderator

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Re: Creating rules based on notes left by client

Hi @WarwickP 

 

Currently, with MYOB Essentials rules do need to be set up through the Create Rules functionality. Users are not able to set up rules based on notes associated with the transactions. To my knowledge, this is not a feature that we are currently looking into for the product at this time, it may be something that we do look into for the future but not something that is in the pipeline.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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