CoolAir's avatar
CoolAir
Cover User
9 years ago
Status:
Archived

Forms: Set default form per user

Can we please go back to default templates on each user not system wide.

 

We have a company with 2 trading names. Our user work with usually one of the trading names at a time.  Currently MYOB defaults the last used template in email windows etc system wide.  This is bad if the next person who sends and email is working with the other company name and forgets to check the template. 

 

Myob used to default templates on each individual user before it went live.  Now the system wide is causing headaches.

 

"Sales and Purchase templates each user can have their own defaults."

 

Setup
  • Preemarose's avatar
    Preemarose
    Experienced Cover User
    6 years ago
    We need the ability to have each user choose the Customized Form they wish to use rather than it applying to the whole system. We have different users doing different things and they keep having to go to Advanced Filters to choose the Customized Form they want to use, this is very unproductive. If need be you could always add it to the User Role if they have permission to do this.
  • Steven_M's avatar
    Steven_M
    Former Staff
    7 years ago
    Status changed:
    New
    to
    Archived

    Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

  • JacintaGM's avatar
    JacintaGM
    2 years ago

    We have multiple MYOB users for our business.
    One person processes quotes, another one creates sales orders for our production line, and another one invoices. These all use different format forms based on our requirements.  

    In the older desktop versions of MYOB AccountRight, you used to be able to select a form per user, and that was the form that your computer/user printed when you recorded a sale.  


    With the online version, you can only have 1 form as the default for ALL users at one time, which creates a lot of issues with productivity. 

     

    It would be great to have this feature returned into the online version.