PS Help: Practice Manager
Page tree
Title: Changing contacts into clients  
Author: Suchi Govindarajan Dec 19, 2017
Last Changed by: KymA Jun 19, 2019
Tiny Link: (useful for email) https://help.myob.com/wiki/x/QDCEAQ
Export As: Word · PDF  
Incoming Links
PS Help: Practice Manager (8)
    Page: Using the Contact page
    Page: Clients and contacts
    Page: Changing contacts to suppliers
    Page: Using the Client page
    Page: Changing clients into contacts
    Page: Working with clients and contacts
    Page: Closing a client
    Page: Deleting a client
Hierarchy
Parent Page
    Page: Working with clients and contacts
Labels
There are no labels assigned to this page.
Hot Referrers
(68) https://www.google.com/
(7) audmzcmscf01.aumeldmz.local:8091/wiki/brikit/pages/editpage…
(7) https://www.google.com.au/
(2) audmzcmscf01.aumeldmz.local:8091/wiki/pages/viewinfo.action…
(2) https://www.google.co.nz/
(2) https://help.myob.com//wiki/display/pmframe/Using+the+Conta…
(2) audmzcmscf01.aumeldmz.local:8091/wiki/display/pmframe/Delet…
(1) https://www.myob.com/au/support/accountants-and-bookkeepers…
(1) https://academy.myob.com/pluginfile.php/1495/course/images/…
(1) https://help.myob.com/
Recent Changes
Time Editor  
Jun 19, 2019 14:05 KymA View Changes
Jan 04, 2019 10:10 KymA View Changes
Jan 04, 2019 10:10 KymA View Changes
Jan 04, 2019 10:01 KymA View Changes
Jan 04, 2019 09:59 KymA  
Outgoing Links
PS Help: Practice Manager (15)     Page: Viewing all clients and contacts in a family group
    Page: Changing clients into contacts
    Page: Using the Client page
    Page: Changing contacts’ names
    Page: Changing contacts to suppliers
    Page: Finding and opening clients and contacts
    Page: Using the Contact page
    Page: Deleting a contact
    Page: Notes on the Main tab
    Page: Closing a client
    Page: Aliases
    Page: Editing names and client codes
    Page: Phone and other details
    Page: Clients and contacts
    Page: Deleting a client

Was this information helpful?

Yes
No

Why not?



That's no good. Try searching the help again. Or maybe the community forum can help answer your question.

Sorry to hear that. Maybe our community forum can help.

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

  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

Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.