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PS Help: Practice Manager
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Practice Manager
Tax
Client Accounting
Document Manager
Other Products
Release Notes & Install Guides
Title:
Editing names and client codes
Author:
Suchi Govindarajan
Dec 19, 2017
Last Changed by:
KymA
Jun 19, 2019
Tiny Link:
(useful for email)
https://help.myob.com/wiki/x/ZTCEAQ
Export As:
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PDF
Incoming Links
PS Help: Practice Manager (10)
Page:
Deleting a client
Page:
Changing contacts’ names
Page:
Linking and unlinking to an AO Classic client
Page:
Changing clients into contacts
Page:
Closing a client
Page:
Working with clients and contacts
Page:
Changing contacts into clients
Page:
Changing contacts to suppliers
Page:
Deleting a contact
Page:
Viewing all clients and contacts in a family group
Hierarchy
Parent Page
Page:
Working with clients and contacts
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Recent Changes
Time
Editor
Jun 19, 2019 14:13
KymA
View Changes
Jan 11, 2019 15:26
KymA
View Changes
Oct 01, 2018 10:44
KimP
View Changes
Jul 03, 2018 16:44
KimP
View Changes
Jul 03, 2018 16:42
KimP
View Page History
Outgoing Links
PS Help: Practice Manager (14)
Page:
Phone and other details
Page:
Editing names and client codes
Page:
Closing a client
Page:
Viewing all clients and contacts in a family group
Page:
Clients and contacts
Page:
Using the Contact page
Page:
Deleting a client
Page:
Changing clients into contacts
Page:
Changing contacts’ names
Page:
Finding and opening clients and contacts
Page:
Using the Client page
Page:
Notes on the Main tab
Page:
Aliases
Page:
Deleting a contact
Overview
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