- Created by Suchi Govindarajan, last modified by KymA on Jun 05, 2019
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https://help.myob.com/wiki/x/FcM6Ag
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You can quickly find and open any client record or contact record in your database using Find Client or Find Contact.
The system enables you to:
display all the client or contact records in your database.
display only the client or contact records that match the name, code, tax file number (Australia) / IRD Number (New Zealand) or ABN (Australia) / Balance Month (New Zealand) you specify.
group the results so that records with the same information are listed together.
filter the list of records to display only those that match the information you require.
change the information displayed on the list.
The settings you define during a search are saved automatically, ready to use the next time you want to find and open a client or contact. This enables you to set up a search and open routine which suits the way you work. You can change the settings at any time and the new settings become the default.
The Find Clients page enables you search the client records in your database and open the Client page to view and change the details stored for each client.
Click Contacts on the toolbar. The Find Clients page opens.
Select whether you want to search by Name and Code, (AU) Tax File Number, or (AU) ABN, or (NZ) IRD Number.
Enter the data you want to find in the Search for field.
If you leave the Search for field blank all client records will be returned by the search.
Select your search options:
Select the Hide form when only one item found option, if required.
Select the Search any part option, if required.
Select the Include closed clients option, if required.
Additional search options in the drop-down at the top of the Find page are:
New search—clears any currently listed search results and performs a new search on the criteria you enter.
Append to search—keeps any currently displayed search results and adds records from a new search to the current records.
New search from reports—enables you to search through information in specific reports instead of searching the database.
(AE) New search from lists—enables you to search a list of saved searches, rather than the whole database.
Click Search. The clients that match your search criteria are listed.
If a single record matches your search criteria and you selected Hide form when only one item found, the Client page opens instead.
You can quickly select all the clients in the search results by clicking on the checkbox in the first column heading of the table.
- Group or sort the search results.
- Right-click the results table to access the Field Chooser. From the Field Chooser you can select the fields of information you want to be displayed with the listed records. Drag fields onto the list area from the window or vice versa.
You can also copy the selected client’s name to the clipboard for use in other applications. See Organising your data and Customising a display table.
Click Contacts on the toolbar. The Find Clients page opens.
Double-click the client or contact record you want to open. You can double-click any information on the client name except for the email address. The client’s Client page opens.
You can sort, group or filter the list of clients to make it easier to find the client you are looking for. See Organising your data.
Find your client record(s). See "To find a client record" above.
Select Save list on the Tasks bar. The Save List window opens.
Enter a name for the list in the Title field. For example, Golf Invite Clients.
Enter a Description for the list.
Click Save.
Click Contacts on the toolbar. The Find Clients page opens.
Select Open list on the Tasks bar. The Select List window opens.
Use the drop-down to select the appropriate option:
From Lists
From Reports.
Select an appropriate list from the table.
Click OK.
The Find Contacts page lets you search all the contact and client records in your database and open the Contact or Client page to view and change the details stored for each contact.
Select Contacts > Open > Contact from the toolbar. The Find Contacts page opens.
Enter the name (or part of the name) in the Search for field.
If you leave the Search for field blank all contact records will be returned by the search.
Select your search options:
Select the Hide form when only one item found option, if required.
Select the Search any part option, if required.
Select the Include closed clients option, if required.
Additional search options in the drop-down at the top of the Find page are:
New search—clears any currently listed search results and performs a new search on the criteria you enter.
Append to search—keeps any currently displayed search results and adds records from a new search to the current records.
New search from reports—enables you to search through information in specific reports instead of searching the database.
(AE) New search from lists—enables you to search a list of saved searches, rather than the whole database.
Click Search. The contacts that match your search criteria are listed.
If a single record matches your search criteria and you selected Hide form when only one item found the Contact page opens instead.
Group or sort the search results.
Right-click the results table to access the Field Chooser. From the Field Chooser you can select the fields of information you want to be displayed with the listed records. Drag fields onto the list area from the window or vice versa.
You can also copy the selected contact’s name to the clipboard for use in other applications. See Organising your data and Customising a display table.
Select Contacts > Open > Contact from the toolbar. The Find Contacts page opens.
Double-click the contact record you want to open. You can double-click any information on the contact name except for the email address. If the contact is a pure contact, the Contact page opens. If the contact is a client, the Client page opens.
You can sort, group or filter the list of contacts to make it easier to find the contact you are looking for. See Organising your data.
Find your contact record(s). See To find a contact record.
Select Save list on the Tasks bar. The Save List window opens.
Enter a name for the list in the Title field. For example, Golf Invite Contacts.
Enter a Description for the list.
Click Save.
Select Contacts > Open > Contact from the toolbar. The Find Contacts page opens.
Select Open list on the Tasks bar. The Select List window opens.
Use the drop-down to select the appropriate option:
From Lists
From Reports.
Select an appropriate list from the table.
Click OK.
You can find and open second records for a contact, client, supplier (AE), assignment (AE) or employee. The procedure is the same for all.
There are two ways to open a second record:
from the first page.
using the Find window.
Find and open the first record. See Finding and opening clients and contacts or Finding and opening a contact.
Enter the name (or part of the name) in the Name field. A drop-down list of matching names is displayed.
Select the name from the list. The second record opens on a new page.
Find and open the first record. See Finding and opening clients and contacts or Finding and opening a contact.
Click the magnifying glass button on the Client/Contact Name field. A Find window opens.
Enter the name (or part of the name) in the Search for field.
Click Search. The results that match your search criteria are listed in the window.
Double-click the record you want to open. A new page opens for the selected client or contact. The new page opens on the same tab as the first. For example, if the first record is open on the Responsibility tab, the second record also opens on the Responsibility tab.
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