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 and email addresses.
Here's what you can do on the Contacts page:
Create clients and contacts.
View the details of your client such as name, address, contact details, etc.
Filter and group by different options available.
Access the client workspace so you can see the work in progress for your client.
Managing your client and contacts in MYOB Practice is slightly different depending on whether you're using MYOB AE/AO.
Difference between a client and a general contact
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 (General) are individuals or entities such as companies that your practice may come into contact with as part of its work.
For example, prospective clients, suppliers of products and services such as banks, and shareholders, directors, or partners that you may need in your database but do not do work for.
Viewing client and contact records
To view your contacts and clients, 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, and proof of ID.
(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.
Pinning a client
Have a long list of clients, but working on just a few at the moment? Pin the clients you're working on to the client sidebar.
Filter your clients and contacts
On the Contacts page, you can use filters to show:
clients and contacts who’ve had staff assigned to them
(Australia only) proof of ID status.
The Client workspace page gives you a quick overview of the status of client-related work, and lets you open client files.
Click the client's name to view the client workspace.