Extra fields

https://help.myob.com/wiki/x/gCeEAQ

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Extra fields are used to store additional unique information about a contact, client or employee that is not held anywhere else in the system (for example, MYOB Password, ABN/ACN (Australia), IRD/ BALMTH (New Zealand) and DOB (Date of Birth)) in your database. The value for an Extra Field has to be entered for each contact, client or employee; you do not select from a pre-defined list.

How to add an Extra field

Select Maintenance > Maintenance Map from the menu.
Click User Defined on the Tasks bar.
Click Extra Fields.
In Australia, this Maintenance - Extra Fields page opens:
INSERTIMAGE
In Australia, this Maintenance - Extra Fields page opens:
INSERTIMAGE
Click in the Field column on the new record row and type the name of the new field (for example, MYOB Password).
Select the relevant checkboxes for Contact (refers to contacts and clients) or Employee based on where you want the Extra Field to be displayed.
If you are using MYOB Document Manager: Select Document if you want to make the field available on the Add Document > Select Extra Fields tab.
Select Is Mandatory if you want to make the Extra Field mandatory for users to enter.
Select the Data Type field and select the required value from the drop-down list.
The options are Date, Number, Flag (Yes/No answer) and Text.
Select Extra Type if required (refer to the section below for more information).
Press [Enter]. The Extra Field is saved and appears on the list.
Click OK when complete.

The Key Attribute column displays the key client attributes that your practice has mapped using Key Attributes Mapping. This column is read only.

Related topics

Page tree

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Using MYOB AO

Clients

Recording time & disbursements

Using Jobs

Bills

Debtors

Reporting

Tax Australia

Tax Manager (NZ)

Administration

Maintenance