Link unlinked contacts

https://help.myob.com/wiki/x/haw6Ag

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The Unlinked contacts button appears when you have ASIC companies, officeholders or shareholders in MYOB Practice that haven't been linked to an MYOB contact.

For example, if an existing company has recently nominated you as their registered agent for ASIC, shareholders and officeholders of the company will appear as unlinked contacts in MYOB Practice.

The Unlinked contacts button disappears when all officeholders and shareholders are linked to a contact in MYOB Practice.

The Identifier may be the date of birth, ABN or ACN. This helps you differentiate between contacts with the same name or identify contacts with an incorrectly entered date of birth, ABN or ACN.

To link a contact

Click + Link new or existing contact. The field becomes editable.
Choose the contact you want to link:
- To link an existing contact
  1. Enter the name of the contact in the field. As you type a list of contacts appear.
  2. Select the right contact and press ENTER.
- To create and link a new contact
  1. Click Create contact to create the contact in MYOB Practice. The Create contact window appears.
  2. Fill in the contact details and click Save.
Repeat step 1 and 2 until all contacts are linked.
Click Finish.

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ASIC (beta)

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