Forum Discussion

NicoleCollins's avatar
NicoleCollins
Contributing User
5 years ago

Can't add new clients to existing Client Portal

Hi

 

I have just set up 2 new entities for an existing client in AE Practice Manager however when I try to add these entities to the clients existing portal they don't appear in the suggestions list.  

 

Can someone please recommend a fix for this?

 

Thanks

General

1 Reply

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  • Nam_H's avatar
    Nam_H
    MYOB Staff
    5 years ago

    Hi NicoleCollins,

     

    There is a Contacts Sync service on your server that monitors and syncs the contact list from your MYOB AE database to MYOB Practice Online.

     

    Please refer to the following link from our knowledgebase to ensure the Contacts Sync service is running correctly on your server - http://help.myob.com/wiki/x/QxGEAQ

     

    Kind Regards,

    Nam_H

    MYOB Australia

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