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Extra lists allow you to classify your contacts, clients, employees, assignments (AE) or suppliers (AE) from a list of predefined values; although they are used predominately for contacts, clients and employees.

This information can be viewed, reported on and used to filter mail merges so you only produce letters for specific clients or report on employees with specific qualifications. See examples below:

TypeExtra ListValue
Client

Newsletter

Rating

Seminar

Financial Planning

Yes

A

Super funds

Yes

Employee

Employee Group

Qualification

Specialist Field

Accountant - Senior

CA

Audit

ContactNewsletterYes

In AO Classic, Extra Lists were known as UDFs.

Extra lists are always displayed on the Extra tab available in the Contact, Client, Supplier (AE), Assignment Details (AE) and Employee pages.

(AE or AO New Zealand) If you are integrated with AO Classic, any existing extra list entries are those that have been converted. For these converted extra list entries, you cannot:

  • change the Allow multiple status

  • add a new value

  • delete a value

  • change the data type.

Any pre-defined values cannot be changed. You can however enter addition extra lists but these will not be synchronised with AO Classic.

For MYOB AE and MYOB AO Australia and MYOB AE New Zealand, you can also add, edit and delete the pre–defined values.