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Title: Using the Client page  
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/wjCEAQ
Export As: Word · PDF  
Incoming Links
PS Help: Practice Manager (71)
    Page: Billing Group tab
    Page: Deleting documents
    Page: Changing contacts to suppliers
    Page: Changing contacts into clients
    Page: Creating clients and contacts
    Page: About Practice Manager
    Page: Adding/entering extra field and list information
    Page: Viewing standing orders and draft bills
    Page: Viewing draft bills for a client
    Page: Client, Contact and Supplier page
    Page: Creating new document templates
    Page: Deleting notes
    Page: Previewing and printing notes
    Page: Addresses tab
    Page: Changing the documents folder
    Page: Responsibility tab
    Page: Viewing draft bills for the practice
    Page: Viewing documents
    Page: Adding links to existing documents
    Page: Clients and contacts
    Page: Adding notes
    Page: Adding and maintaining structure responsibility
    Page: Aliases
    Page: Adding associations to existing contacts
    Page: Home tab
    Page: Defaults tab
    Page: Viewing your practice’s full billing history
    Page: Assignment Details page (Main tab)
    Page: Bills tab
    Page: Employee page
    Page: Associated tab
    Page: Deleting draft bills
    Page: Finding and opening clients and contacts
    Page: Linking documents and folders to contacts
    Page: Editing and unlocking draft bills
    Page: Viewing existing bills for clients
    Page: Adding new staff members
    Page: Viewing partners’ billing history
    Page: Main tab
    Page: Viewing bills ready to print
    Page: Correcting spelling in notes
    Page: Address types
    Page: Viewing notes
    Page: Viewing all who share an address
    Page: Assignments tab
    Page: Document views
    Page: Setting up or editing defaults
    Page: Adding phone and other details
    Page: Changing contacts’ names
    Page: Adding new documents from templates
    Page: Editing notes
    Page: Integration with MS Office
    Page: Removing document links
    Page: Adding documents
    Page: Editing names and client codes
    Page: Notes on the Main tab
    Page: Adding and maintaining team responsibility
    Page: Viewing all clients and contacts in a family group
    Page: Linking and unlinking to an AO Classic client
    Page: Closing a client
    Page: Documents tab
    Page: Opening the Maintain Contact Addresses window
    Page: Adding and maintaining responsibilities
    Page: Main menu
    Page: Extra tab
    Page: Deleting a contact
    Page: Adding a new address
    Page: Partner responsibility
    Page: Deleting a client
    Page: Deleting job details
    Page: Changing clients into contacts
Hierarchy
Parent Page
    Page: Clients and contacts
Labels
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Outgoing Links
PS Help: Practice Manager (17)     Page: Jobs tab
    Page: Changing contacts into clients
    Page: Documents tab
    Page: Extra tab
    Page: Clients and contacts
    Page: Billing Group tab
    Page: Main tab
    Page: Home tab
    Page: Associated tab
    Page: Notes on the Main tab
    Page: Defaults tab
    Page: Bills tab
    Page: Tax Returns tab
    Page: Responsibility tab
    Page: To Do tab
    Page: Addresses tab
    Page: Assignments tab
PS Help: Corporate Compliance (1)     Page: Corporate Compliance