Open the appropriate wizard to create the selected contact type.

Select whether the contact type is a Person or Organisation.The fields in the window update depending on the selection. Some fields will not be available depending on the Type selected.The selection is reflected in the Contact Type field.

Enter a unique Code for the contact type. This is a mandatory field for clients and suppliers. This field is limited to a maximum of 10 alphanumeric characters.

These are the details of the people or groups who will be dealing with the contact type.

1. Title — Mr, Mrs, Miss, Dr, etc.

2. First, Middle and LastNames — These fields are available only if the contact type is a person. The Last Name field is mandatory for contact types who are people.

3. Suffix — This field is displayed only for people.
   (New Zealand) Suffixes such as orders and higher academic qualifications (AO, PhD, etc.) can be entered here.
   (Australia) For practices using MYOB Accountants Enterprise PM Plus clients, you will need to enter an ATO approved suffix if you wish to integrate with a tax return. Valid suffixes for individual tax returns are: ESQ, II, III, IV, JNR, JP, MHA, MLA, MLC, MP, QC and SNR. Any non-ATO approved suffix is appended to your client’s Last Name, but if used will make the tax return invalid.

   UI Text Box
   type note
   (Australia) The suffix does not integrate to a return for those using MYOB AE Integrated Release or Vizpost integration. Suffixes can be entered on the front cover of the return.

4. Pre Name and Main Name

—These

5. — These fields are displayed for organisations only. Use the Pre Name field if the organisation’s name starts with ‘A’ or ‘The’. Enter the main part of the name in the Main Name field. As searches are based on the main name, search results display contact types listed in alphabetical order instead of seeing them all listed under ‘T’ for The. The Main Name field is mandatory for contact types who are organisations.

6. Salutation

—The

7. — The name that the person or organisation is normally known by or prefers. For example, “Chris” or “Mrs Lee” (which will be displayed in correspondence as “Dear Chris” or Dear Mrs Lee”).

8. Mailing Name

—The

9. — The name used for mailing addresses, alternative to the full name or salutation. If you do not enter a mailing name, the contact type’s full name is used.

10. Initials

—This

11. — This field is only displayed for people. Enter the initials of the contact type, if required.

12. Addressee

—Enter

13. — Enter the name of the person or position to whom mail is usually addressed at this contact type’s address (e.g., “Ms Christine Lee” or “Sales Manager”).

Select the practice Partner, Department, Office and Company who will service the contact type from the appropriate drop-downs. These are the details of the people or groups who will be dealing with the contact type.

Select the Centre and Category from the drop-downs.

Enter the D.O.B. (date of birth) or select it from the drop-down calendar, if the contact type is a person.The Age is automatically calculated based on the date of birth.

Enter the Birth Place of the contact type, if the contact type is a person.

Select the Tax Type from the drop-down.This field is only available for clients.

Enter the contact type’s TFN, ABN and ACN (Australia), or IRD Number and Balance Month (New Zealand). The values entered here will also be displayed on the Extra  tab of the contact type. These fields are only available for clients and suppliers.

To continue using the wizard, click Next.
You Click Next to proceed to Step 2—Extra details. This is where you enter extra information for the contact type.