Working with MYOB Custom Fields and CreataCRM
to segment your database in MYOB, you have a few options, this article will demostrates how to create Tags in CreataCRM from MYOB Custom Fields List
What is a Custom field List in MYOB
- Goto a Customer in MYOB
- Click on Card Details
- You have 6 Custom Fields
To Edit the Custom field in MYOB
- Goto List
- Custom List & Field Names
- Customer
Change the field Names
- Change Custom field as industry
- Change Custom field 2 as Referral
Goto CreataCRM ans Sync Database
- Got CreataCRM, and sync MYOB
- Then click on Navigation Tab
- Click on MYOB
- Click on MYOB Customer
This is the intermediate table the MYOB Customer, we hold this information for a link to either a Contact and a Company
Goto a MYOB Customer
We had changed the customer AA customer, Industry = Wholesale and Referral = Web site
Goto the Custom Field Tab to view the data
