PS Help: Practice Manager
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This task opens a window that enables you to view all the clients and contacts belonging to the same family group and open them.

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titleTo show the list of family group members

  1. Find and open the client or contact. See Finding and opening clients and contacts.

  2. Click View all clients and contacts in family group on the Tasks bar. The Find Contacts window opens with all contacts and clients in the same family group listed.

  3. Double-click the client or contact record you want to open. You can double-click any information except the email address. The Client/Contact page opens for the selected client/contact.

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    You can group and sort the list of clients and contacts to make it easier to find the one you are looking for. See Organising your data.

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titleRelated topics
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Clients and contacts

Finding and opening clients and contacts

Finding and opening a contact

Using the Client page

Using the Contact page

Changing client names and codes

Closing a client

Deleting a client (Not available in AO New Zealand)

Changing clients into contacts (Not available in AO New Zealand)

Changing contacts to suppliers

Viewing all clients and contacts in a family group

Changing contacts’ names

Deleting a contact (Not available in AO New Zealand)

Aliases

Notes on the Main tab

Phone and other details

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

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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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.