Create contacts

Cards  (or  contacts  as you may call it) can be created for the individuals and businesses you deal with. They can be for  customers ,  suppliers  or  employees . Go to the Cards List window to see the full list of cards set up for your business. 

If your company file is online, and you have a compatible Android or iOS device, you can also use the  MYOB OnTheGo app  to create and manage your contacts straight from your smartphone.

Keep in touch

The way you  keep in touch  with your contacts says a lot about your business. Add a personal touch or a professional one, the choice is yours.

You can  set up letter templates  that contain the text you want, and  insert data fields  that automatically fill in the details you need for your contact.

If you need to send something by post, use  mailing labels  for that professional touch.

Use the contact log to keep track of phone calls and any other type of correspondence . When a customer or supplier calls, you can use the contact log to retrieve a complete history of your business relationship with them.

Send an email  to a contact straight from AccountRight, or if you’re out and about, do it straight from your smartphone, using the MYOB Invoices app . You can even use the app to  navigate to a contact’s address .

Sort contacts

You can easily filter your contacts when running reports, or identify contacts that have particular attributes. This also makes it easier to send a batch of personalised letters, statements and so on.

Set up and assign identifiers  to your contacts to help you filter reports and lists.

Set up custom lists  to take your sorting capabilities even further.

Set up custom fields  and label them according to your needs. Very handy if you want to track things like customer birthdays or employee anniversary dates.

You can even  add pictures to your contacts  if you want.

Sync contacts

Sync your AccountRight cards  with your Microsoft Outlook contacts.

You can either:

• export your AccountRight cards to your Outlook contacts or
• import your Outlook contacts to AccountRight.

If you want to get into the details about what’s being synced, check out our  Outlook sync mapping reference .