0 Replies Latest reply on Sep 3, 2009 3:47 AM by BetoBoton

    Design a follow up system

    BetoBoton

      Title

      Design a follow up system

      Post

      I need some suggestions on designing a follow up system for my services.

      I usually see a client once every 12/13 months.

      Sometimes I see a client on a 6 months basis.

       

      I would like to have an automated email system inside my existing DB thta I can say for example.

      Send email to all Jan 09 Clients and offer them a deal....

       

      I use Business pack solution services edition for FMP 9 Adv.

       

       

      How would you implement this? 

       

      Here is what the BPS_SE has

      bps__Menu.fp7 (Menu) ..................This is a new file that was added to provide 

      centralized navigation. 

      bps_Contacts.fp7 (Contacts).........This file was originally the Starter Solution "Contact 

      Management" 

      bps_Services.fp7 (Services).............This file was originally the Starter Solution "Inventory" 

      bps_Service Orders.fp7 (Service Orders) This file was originally the Starter Solution 

      "Purchase Orders" 

      bps_Projects.fp7 (Projects).............This file was originally the Starter Solution "Task 

      Management" 

      bps_Email.fp7 (Email).......................This file was originally the Starter Solution "Email 

      Campaign Management" 

       

      Thanks for your ingenuity!