myPresences + Reckon One
Request myPresences reviews from new Reckon One contacts
When you add a new contact in Reckon One, they will be added to your myPresences contact list. If you set a campaign, they will be automatically added to the campaign and start receiving review requests.
When you add a new contact in Reckon One, they will be added to your myPresences contact list. If you set a campaign, they will be automatically added to the campaign and start receiving review requests.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Feedback Request
Create a feedback request
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Select BookRequired
Try ItSelect BookRequired
Try ItSelect BookRequired
Try ItSelect BookRequired
Contact TypeRequired
Display NameRequired
Is ActiveRequired
Is This a Customer
Is This a Supplier
Is This a Superfund
Is This an Employee
Surname or Business NameRequired
First Name or Branch Name
Area Code of Phone Number
Phone Number (Landline)
Mobile Prefix
Mobile Number
Tax Number
Fax Area Code
Fax Number
Email
Website
Is Subject to TPAR
Notes
Customer Credit Limit
Is Business Address Different
Location
Address Type
Address Line 1
Address Line 2
Address Line 3
Suburb
Postcode
Town
State
Country