Creating a new client/contact using the wizard (AO)

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

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Accountants Office only

New client/contact’s personal details and responsibility are added using the Create Client/Contact Wizard.

The information you enter in this window is transferred to the Client page > Main tab of the client and the Contact page > Main tab of the contact.

To open the Create Client/Create Contact wizard

In MYOB AO, click on the drop-down arrow underneath the Contacts icon.
From the drop-down menu, choose New then click the type of contact you wish to create: Contact or Client. The Create Client/Contact wizard appears with the Main tab open by default.

You can access this wizard in other ways, such as:

Create a client/contact from the Find Clients / Find Contacts tabs
Using keyboard shortcuts such as [Ctrl+O] for new contact and [Ctrl+L] for new client.

Related topics

Working with clients and contacts

Clients and contacts

Page tree

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics