Accountants Office only
New client/contact’s personal details and responsibility are added using the Create Client/Contact Wizard. The information you enter in this window is transferred to the Client page > Main tab of the client and the Contact page > Main tab of the contact. UI Expand |
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title | To open the Create Client/Create Contact wizard |
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| - In MYOB AO, click on the drop-down arrow underneath the Contacts icon.
- From the drop-down menu, choose New then click the type of contact you wish to create: Contact or Client. The Create Client/Contact wizard appears with the Main tab open by default.
You can access this wizard in several other ways, such as: - Create a client/contact from the Find Clients / Find Contacts tabs
- Using keyboard shortcuts such as [Ctrl+O] for new contact and [Ctrl+L] for new client.
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