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titleFrom Preview Panel from the Find Client window:Window

  1. Right-click in the active grid.

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

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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.

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titleRemove To remove the Preview Panel

  1. Right-click in the active grid.

  2. Select Hide Preview Panel to remove.

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titleRelated topics
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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

 

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  Tax Manager (NZ)

  Administration

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