ballens's avatar
ballens
User
2 years ago
Status:
New

Card: Customer - Onboarding process

Introdue a CUSTOMER ONBOARDING feature.  Send an SMS to client with a link for them to enter their details (& maybe a custom field (eg. "Boat Name") that we can create.    Similar to the new Employee Onboarding Feature. 

 

Finally details would be correct, spelt correctly rather than getting half the info from our employees. 

 

"CUSTOMER onboarding feature ! (like the new Employee Onboard Feature)"

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  • diana_z's avatar
    diana_z
    Cover User
    3 months ago

    Yes looking at this now, would be good option.  We have a new product in the pipeline and customer would subscribe to it, charged annually how could you integrate this with myob?