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To view the Preview Panel from the Client Window

  1. Right-click in the active grid.

  2. Select Show Preview Panel to get a snapshot view of the client you have highlighted.

INSERTIMAGE AO-GS-Preview-Panel.png 

From this window you can gather information about the client without having to open the client record. You can see the address, the email address and the associations for this client. Also information from a note appears to the right.

To remove the Preview Panel

  1. Right-click in the active grid.

  2. Select Hide Preview Panel to remove.

 
Related topics
 
practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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  Using MYOB AO

  Clients

  Recording time & disbursements

  Using Jobs

  Bills

  Debtors

  Reporting

 

  Tax Australia

  Tax Manager (NZ)

  Administration

  Maintenance

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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.