| MX-Contact
for MYOB is an add-on Module for MX-Contact that
provides integration to MYOB Accounting for MX-Contact
users. Integration with MYOB enables the MX-Contact
user to accomplish the following with just a few clicks:
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Import product and service
items from MYOB into MX-Contact so that you have
an up-to-date price and inventory list while working
with Companies (Customers). This Product Master
list can be used to in the creation of opportunities
and job cards in MX-Contact, which can then later
be turned into quotes, orders or invoices directly
in MYOB. |
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Import customer records
from MYOB into MX-Contact as Company Items. Export
Companies from MX-Contact to MYOB as Customer records.
Link an MX-Contact record to a MYOB customer record
so that a user can view and update financial information
in MX-Contact. |
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View the financial history
and financial summary of Company records in MX-Contact
that are linked to MYOB's customer records. The
financial history includes the date, type, and amount
of the transaction. The financial summary includes
your customers' balance and payment information,
a sales summary, and other financial details. |
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Edit individual transaction
records as you view the financial history. The edited
transaction record is updated directly in MYOB. |
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Create a quote, a sales
order, or an invoice from a Company, Opportunity
or Incident/Job Card record in MX-Contact. |
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Receipt payments from
customers into MYOB via MX-Contact. |
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