Clients and portals

https://help.myob.com/wiki/x/QxeEAQ

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The Clients page displays a list of all the clients in your database.

Click Clients > Clients to ...

View your client details	Click a client name from the list to view their details on the right.
Contact your client	Easily contact your client directly from your clients list. Simply click their listed mobile number or landline number to contact them. You can do this on your mobile phone or a phone application that's installed on your computer.
Email your client	Email your client directly from your clients list by clicking your client's email address to open your default email program.
Get directions to your client	If you're planning to visit your client, but don't know how to get there, click their address details to open your default browser map program and find directions to your client.
Search for a client	By default, your client list is displayed in alphabetical order. To search for a client, type their name in the Search text field and click or press Enter. The client list displays the search results from where you can select your client. To return to your full client list, delete the text you entered in the Search text field and click .

Click Clients > Portals to ...

View your client portals	Click Portals on your Clients page to view a list of all the client portals you've created.
Search for a portal	Enter the portal name in the Filter by portal search field. Once you start typing the portal name, the list adjusts to display the results relevant to your search.
Create a client portal	See Create your client portals for more info.
Edit a client portal	See Edit a client portal for more info.

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