Extra Extra fields 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.
To
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title | How to add an Extra field |
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| - 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
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Image Added In Australia, this Maintenance - Extra Fields page opens: INSERTIMAGE
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Image Added - 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].
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- The Extra Field is saved and appears on the list.
Click OK when complete. UI Text Box |
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| The Key Attribute column displays the key client attributes that your practice has mapped using Key Attributes Mapping. This column is read only. |
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