Your clientsIn MYOB Practice Online you can store information about your clients and other contacts. This gives you easy access to their contact details, even when you're on the road. A client can be an individual, a business or another organisation. If you use MYOB AE/AO, your client records and their details are synced from your practice software. If you don't use MYOB AE/AO, you can add clients directly in MYOB Practice Online. To view your client records, click Clients in the sidebar. The Clients page displays a list of all the clients in your database and Click Clients in the side navigation bar. There are two lists you can access: - The Contact list page displays all the clients you have access to in your database. Click their name to open the client's workspace, or click anywhere else in the client row to quickly view their details on the same page, including phone numbers and tax information.
- The Portal list page lists the portals you've set up for them, and key information. Click the portal's name to edit its details.
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| title | What you can do on the Clients page |
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| In the Clients page you can: | View your client details | Click a client name from the list to view their details on the right. | | Contact your client | Easily contact your client directly from your clients list. Simply click their listed mobile number or landline number to contact them. You can do this on your mobile phone or a phone application that's installed on your computer. | | Email your client | Email your client directly from your clients list by clicking your client's email address to open your default email program. | | Get directions to your client | If you're planning to visit your client, but don't know how to get there, click their address details to open your default browser map program and find directions to your client. | | Search for a client | By default, your client list is displayed in alphabetical order. To search for a client, type their name in the Search text field and click  Image Removed or press Enter. The client list displays the search results from where you can select your client. To return to your full client list, delete the text you entered in the Search text field and click Image Removed. |
Portals make collaborating easierA portal is an online and secure collaboration space that makes it easier to communicate, send queries, share documents and assign tasks to your clients. | HTML |
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Click the Portal tabon the Clients page to view a list of all the client portals set up in your practice.Learn how to create a client portal or edit an existing portal. | Have a long list of clients, but working on just a few at the moment? Add the clients you're working on to Client sidebar. |
What you can edit depends on whether you use MYOB AE/AO desktop software in your practice. - If you use MYOB AE/AO desktop software in your practice: Each client’s phone number, address, tax information, family group and associations details you entered in MYOB AE/AO will appear automatically in MYOB Practice. To edit the information that appears in MYOB Practice, you’ll need to make the changes in your desktop software.
- If you don't use MYOB AE/AO: You can add clients directly in MYOB Practice by clicking Create client on the Contact list page. To edit a client, select them in the Contact list, and then click Edit to add or makes changes to their information.
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