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TSmith98's avatar
TSmith98
Contributing User
4 years ago

Find Client Tab closing

When in find clients tab & double click on client to open it overwrites the tab instead of opening a new tab. This then closes the find client tab and you have to reopen each time.

4 Replies

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  • kyla's avatar
    kyla
    MYOB Staff
    4 years ago

    Hi TSmith98 

     

    I've included a link below which talks about changing the setting for at the bottom of the Find Clients window 'Hide form when only one' at the bottom of the Find Clients window.  This will leave the Find Clients tab open after you've clicked into a client.  When you click the Contacts button again, it will take you back to the opened Find Clients tab which you should find is a quicker way to work.

     

    https://help.myob.com/wiki/x/Tgl3AQ

  • Hi TSmith98 

     

    Can you expand on what product you are using?

     

    If you are referring to the MYOB Partner/Practice Dashboard, the recommendation would be to right-click and select Open in a new tab/window. This will allow the user to open the client information in another tab/window of the browser.

  • TSmith98's avatar
    TSmith98
    Contributing User
    4 years ago

    Hi,

     

    We aren't using the online version we use MYOB AE software.

     

    Thanks,

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