Page Comparison - Preview panel (v.2 vs v.3) - PS Help: Practice Manager - MYOB Help Centre

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Old Version 2

changes.mady.by.user MathangiS

Saved on Jun 18, 2018

compared with

New Version Current

changes.mady.by.user Tim Chang

Saved on Jul 02, 2018

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Accountants Enterprise with Practice Manager only

The lower table on the Assignments tab previews the assignment, job or schedule selected in the top table and includes milestone details. To preview the details of all schedules or jobs associated with an assignment, first select the assignment in the top table.

The preview panel is linked to the Job Management > Job Sheet homepage and enables you to update the milestone details for the selected job or schedule. All changes made to a schedule or job in the preview panel are visible on the homepage.

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title	To hide the preview panel

Right-click the table. The right-click menu is displayed.
Select Hide Preview Panel.

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title	To display the preview panel

RightRight-click the table. The right-click menu is displayed.
Select Show Preview Panel.

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Using the Client and Contact pages

Assignment tasks

Field Chooser options

Adding an assignment to a client

Adding jobs to existing assignments

Editing job details

Editing assignment details

Deleting job details

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