We understand that one of the first questions you have when you start using Link4 is: "what accounting software my customers and suppliers are using?"
To make answering this question easier, we created a simple survey feature that you can use to find this out.
Login to your Link4 account, click on either 'My Customers' or 'My Suppliers' and then click on the 'Email logo and message customisation' tab.
Customise the survey email message using these four steps:
(1) Add your company logo.
(2) Use your company email.
(3) You can use the default message we have created for you but you are encouraged to edit the message to your liking.
(4) Save your updates by clicking the 'Save & Invite' button. This will come back with a "please select contact" message, you can ignore this for now.
To send the survey to your customers, click on the 'My Customers' tab, and click the survey beside each customer's name.
To send the survey to your suppliers, click on the 'Suppliers' tab, and click the survey button beside each supplier's name.