How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
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?
The Client and Contact pages has a number of tabs which group information together so that details are easy to view and edit when necessary.
Click on the tabs to display the information for that tab on the page. The Tasks bar updates as you change tabs to show the tasks associated with the information on the tab.
The tabs and associated tasks on the Client page are:
(AE) Assignments tab
(AO) Jobs tab
(AE) To Do tab
Enables you to create, view and amend the tasks or activities that are planned or completed for the selected contact or client.
Displays links to documents that are saved against the client or contact so that everyone can find information relating to a client or contact.
Creating a new client/contact using the wizard (AO)
Creating a new client/contact/supplier using the wizard (AE)
Changing contacts into clients
Notes on the Main tab
Clients and contacts
Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.
We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.
Copyright 2022 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.For specific taxation or accounting advice, please consult the relevant tax authority or regulator.