Forum Discussion

SLBowden's avatar
SLBowden
Experienced Cover User
7 months ago

Contact Notes

I have not long changed platforms from MYOB Accountright to MYOB Business Pro.

I had a lot of notes attached to all contacts. Suppliers, customers & employees. Is there a facility in Pro to store multiple and when they were made. 

Simple things from contract details that change each year, but with several contracts for 1 supplier I need to have reminders for when each one comes up for rate reviews etc?

Plus when an employee changed rates or when a rate was up for review?

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    7 months ago

    Hi SLBowden, 

     

    There’s just one note field per contact on a file, you can’t add multiple notes at the same time. That said, it’d be a great feature to have in the future! I'd recommend chucking this idea up on the Ideas Exchange board so other users can vote for it to be added down the track.


    Regards,
    Genreve

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.