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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:
Notes on the Main tab
Author:
Suchi Govindarajan
Dec 19, 2017
Last Changed by:
Tim Chang
Jul 05, 2018
Tiny Link:
(useful for email)
https://help.myob.com/wiki/x/vzCEAQ
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Incoming Links
PS Help: Practice Manager (22)
Page:
Changing clients into contacts
Page:
Changing contacts’ names
Page:
Editing notes
Page:
Deleting a client
Page:
Adding and maintaining responsibilities
Page:
Client, Contact and Supplier page
Page:
Viewing all clients and contacts in a family group
Page:
Changing contacts to suppliers
Page:
Charge Rates tab
Page:
Assignment Details page (Main tab)
Page:
Linking and unlinking to an AO Classic client
Page:
Responsibility tab
Page:
Using the Contact page
Page:
Changing contacts into clients
Page:
Closing a client
Page:
Main tab
Page:
Using the Client page
Page:
Employee page
Page:
Deleting a contact
Page:
Editing names and client codes
Page:
Correcting spelling in notes
Page:
Adding notes
Hierarchy
Parent Page
Page:
Main tab
Children (6)
Page:
Adding notes
Page:
Correcting spelling in notes
Page:
Editing notes
Page:
Deleting notes
Page:
Viewing notes
Page:
Previewing and printing notes
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Recent Changes
Time
Editor
Jul 05, 2018 13:40
Tim Chang
View Changes
Jul 05, 2018 13:33
Tim Chang
View Changes
Jun 19, 2018 15:30
MathangiS
View Changes
Dec 19, 2017 06:28
Suchi Govindarajan
View Page History
Outgoing Links
PS Help: Practice Manager (16)
Page:
Assignment Details page (Main tab)
Page:
Using the Contact page
Page:
Editing notes
Page:
Correcting spelling in notes
Page:
Notes on the Main tab
Page:
Deleting notes
Page:
Using the Employee page
Page:
Aliases
Page:
Viewing notes
Page:
Rich text spell checker
Page:
Previewing and printing notes
Page:
Client, Contact and Supplier page
Page:
Adding notes
Page:
Using the Supplier page
Page:
Using the Client page
Page:
Employee page
Overview
Content Tools
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