Is there a way I can auto fill a document or form with a pre exisitig clients information.
I want to create a document/ form and then I can select a client and it will automatically insert the information required in the document/ form.
Any ideas? Anyone?
I have tried the live chat feature but it just keeps ending the chat by itself.
You can run a mail merge via AE/AO to merge your client information into documents.
Here is some documentation on running mail merges.
WITH AE/AO;
https://help.myob.com/wiki/x/zi6EAQ
WITH DOCUMENT MANAGER;
https://help.myob.com/wiki/x/UCWEAQ
Regards
MYOB Support
