In MYOB Practice stores information about your clients and other contacts. It also gives you easy access to client and contact details such as names, addresses, phone numbers, email addresses, etc.

Managing and maintaining your client details in MYOB will slightly differ if you're using AE/AO or not. Some features in contacts are still integrated with AE/AO,

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

• Clients are individuals or entities such as companies that you do work for. They must have a client code assigned to them.
• Contacts are individuals or entities such as companies that the practice may come into contact with.
  For example, suppliers of your product and services such as banks, prospective clients, shareholders, directors, or partners that you need in your database for tax relationship reasons but do not do work for.

Viewing client and contact records

To view your contacts, click Contacts in the top menu bar.

• 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.