New AO Addresses

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Trusted User ford
204 Posts
Trusted User
New Zealand

New AO Addresses

I'm using the new Accountants office and there is an issue with not being able to make the home address the primary contact.

As an accountant, obviously we do have clients who don't have businesses or that wish their home address to be the primary contact.

Can you advise where is the setting to turn this on, so the home address can be selected as the primary.

Thanks

 

1 REPLY
MYOB Moderator Linda_K
247 Posts
MYOB Moderator
Australia

Re: New AO Addresses

Good morning @ford,

 

Thank you for your post.

 

In MYOB AO Practice Manager the address type that is set to "Primary" is Postal. However, what you can do is share the client's home address to postal.

 

In MYOB AO PM you can not amend which address is set to Primary.  

 

Hope this helps and have a great day Smiley Happy 

 

 

Cheers,

Linda
Practice Solutions Support
MYOB Australia Pty Ltd
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