MYOB AO Classic Clients > Main Details tab fields (NZ Only)

https://help.myob.com/wiki/x/3ieEAQ

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Name information - Individuals

AO Classic field	MYOB AO field/s	Location in MYOB AO
Title	Title	Amend Client Name window To open this window: Click and search for and select the client. Click Edit client detail on the Tasks bar.
Initials	Initials
Surname	Last
First Name	Data entered into First and Middle fields is combined and copied back to First Name.
Client ID	Code
Mailing Name	Mailing Name
Salutation	Salutation	Client page > Main tab.
Adressee	Adressee	Client page > Main tab.
IRD Number	IRD	Client page > Main tab.
IRD Number	IRD	Client page > Extra tab.

The Position field in MYOB AO Classic has no equivalent in MYOB AO. It can be edited in MYOB AO Classic.

Name information - Organisation

AO Classic field	MYOB AO field/s	Location in MYOB AO
Company Name Partnership Name Trust Name Club or Society Name Local Body Name User Defined Client Type Name	Data entered into Pre-name and Main fields is combined and copied back to the applicable Name field.	Amend Client Name window To open this window: Click and search for and select the client. Click Edit client detail on the Tasks bar.
Client ID	Code
Mailing Name	Mailing Name
Salutation	Salutation	Client page > Main tab.
Addressee	Addressee	Client page > Main tab.
IRD Number	IRD	Client page > Main tab. and Client page > Extra tab.

Communications information

AO Classic field	MYOB AO field/s	Location in MYOB AO
Work Phone	Business	Phone and Other Details section on the Client page > Addresses tab.
Mobile Phone	Mobile
Home Phone	Home
Fax	Fax
Email	Email
Web	Website

Assigned to information

AO Classic field	MYOB AO field/s	Location in MYOB AO
Partner	Partner Note: current partner is copied.	Client page > Responsibility tab.
Manager	Manager
Office	Office
Division	Dept
Group	Family Group	Client page > Main tab.

Address information

AO Classic field	MYOB AO field/s	Location in MYOB AO
Address Type	Address Type	Maintain Contact Addresses window To open this window: Click and search for and select the client. Click on the Addresses tab. Click Add/maintain address on the Tasks bar.
Postal	Postal
Physical	for Individuals Home address is copied. for Organisations the Business address is copied.
Billing	Not used
Other	Other

Registered address information will be maintained in MYOB AO only and will not be copied back to MYOB AO Classic.

Related topics

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Name information - Individuals

Name information - Organisation

Communications information

Assigned to information

Address information

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Using MYOB AO

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