In MYOB Practice, you can store information about your clients and other contacts. This lets you use various MYOB Practice features to manage your client-related work. It also gives you easy access to client and contact details, even when you're on the road.

There are some differences that distinguish a client from a contact:

Viewing client records

Click Contacts in the top menu bar. There are two lists you can access:

• The Contact list page displays all the clients you have access to in your database. Click a client's name to open their workspace, or click anywhere else in the client row to quickly view their details on the same page, including phone numbers and tax information.
  (New Zealand only) You can also use the Contact list page to search for IRD numbers.
• The Portal list page lists the portals you've set up for them, and key information. Click the portal's name to edit its details.