Assigning a primary contact in a BankLink Notes Online client file

https://help.myob.com/wiki/x/3g2c

ANSWER ID:36125

BankLink Notes Online and BankLink Practice

Assigning a Primary Contact to a BankLink Online client file can only be done by a BankLink Online linked user in BankLink Practice.

To confirm whether you're a BankLink Online linked user, access the menu System > Users and make sure there's a green tick on your user details in the BankLink Online column.

To change the primary contact

Open the client file in BankLink Practice.
Click on Other Functions > Client Details > Options > Client Settings.
Under the Default Client Administrator heading, type in the User Name and Email Address of the Primary Contact.
Click OK. The changes to the user details are saved.

Logging in to BankLink Notes Online for the first time

Increasing the application storage for BankLink Notes Online

Child pages

ANSWER ID:36125

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