Forum Discussion

5 years ago

Auto fill Client information into document or form

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 info...

Elizabeth_B

MYOB Staff

5 years ago

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

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Auto fill Client information into document or form

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