export customers today
complete
B
Barbara
In case of an emergency (illness,...) where we need to be able to quickly reach our customers who are on the agenda today/next days, we can export these customers with their email and phone number on it.
There is also a filter in the marketing campaign “customers by appointment” on /from...to...
Yasmine Mili
complete
Good news! We have a new marketing filter where it is possible to only contact customers who have an appointment during a period of their own choosing.
To do this, choose the filter “has an appointment in specific period” in the marketing module. The system will now show the customers who have scheduled an appointment during the chosen period. You can add or remove other customers manually.
Read more about how the marketing module works in the following article: https://help.optios.net/nl/articles/3985136-hoe-kan-ik-een-marketing-campagne-aanmaken
B
Barbara
Merged in a post:
Roadworks
Jean-B Kapper
Being able to send a newsletter to customers from your calendar.
with up to date info about working in the neighborhood (for example).
I do not want to include this in an appointment confirmation because if the appointment has been made earlier, the info may no longer be up to date.