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This information only applies if you have MYOB Practice without MYOB AE/AO.
If you use MYOB AE/AO, your family groups will be visible under the client's name in MYOB Practice. This is view-only access and any changes need to be made in AE/AO. Learn more aboutFamily groups in AE/AO.
Groups can be used to consolidate together related clients and contacts. Groups are a label that you add to the contacts and clients who are associated with each other. By adding contacts to a group, you can access their information quickly without having to search every time.
Groups may consist of individuals, companies, trusts and other organisations. For example, you could create the group for:
Retail stores for Sunny Clothing Pty Ltd, Little Bird Bakery Ltd and Phones 4 U Ltd.
Smith Group for Mrs. Smith, Mr. Smith, Smiths Chip company, Smith Superannuation and the Smith Family Trust.
Farming clients for Three little pigs Ltd, Mary's Lambs Ltd and Jack and Jill's Crop Partnership.
If you have restricted clients or contacts as part of a group, you'll see this message when you open the group: "There are restricted contacts in this group that are only visible to users with full access to that contact."
The restricted client will not appear in the list.
In the example below, there are 3 clients in the group, including a restricted client. You can see the names of all clients except the restricted client: