- In MYOB AE, 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 (i.e. Contact, Client, Employee or Supplier). The Create Client/Contact wizard appears with the Main tab open by default.
You can access this wizard in other ways, such as:
- Creating a client/contact from the Find Clients / Find Contacts tabs
- Using keyboard shortcuts such as [Ctrl+E] for new Employee and [Ctrl+L] for new Client.
While adding a new client, you can modify information in previous steps by clicking Back. You can also cancel the client creation at any time in the wizard by clicking Cancel.
Step 1 and Step 2 are the mandatory steps in the wizard. On completion of Step 2, you can click Finish to save the new client with any details entered up to that point to create the initial client record. You can edit or add more information at a later stage from the tabs of the Client / Contact page.
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When working through the Create Client Wizard, the mandatory fields must completed in order to proceed to the next stage of the wizard. A warning icon will be displayed beside the mandatory fields. Once these fields have been completed, click Next to proceed.