Access online learning video on this topic On the Associated tab you can view and create relationship links between the client or contact and other clients and contacts in the database. For example, if you add an organisation as a client, you can identify a person who will be your contact point in that organisation, or create a link to the director. Tasks bar options allow you to Add, Edit and Delete associations. In Australia, if you have upgraded from MYOB AO Classic, you can edit relationship information required for Tax processing by selecting Edit additional relationship details on the tasks bar. This opens the Relationships tab on the Client Details window in MYOB AO Classic. See MYOB AO > Clients and Contacts > Client or Contact page Associated tab for detailed information on all the fields and options available on the Associated tab of the Client page. |