General
42 results found
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email automation
The system could be used to chase up clients for their records. So, for a VAT return, once a recurring job is set up the system could email the client every 7 days until paperwork/records received. For accounts, the period of recurring email should be longer, but maybe this could be specified in the client info.
5 votesThis has now been implemented. More information available at http://us8.campaign-archive2.com/?u=86a2fdbbc42dac0f9854dc983&id=3820d4638e
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Import needed
If there is no import facility, can't see may accountants bothering to manually enter all the clients & jobs into the system
2 votesThis has now been implemented – you can import Clients and Contacts. Navigate to the Settings tab, and then select the Import option.
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