AnsweredAssumed Answered

Design a follow up system

Question asked by BetoBoton on Sep 3, 2009

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!

 

 

Outcomes