Partner Zone

Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Forms: Set default form per user

Cover User

5Posts

6Kudos

0Solutions

5 Posts
Cover User
Australia

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."

 

Current Status: Archived
Last Changed: August 2018

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

2 Comments
Steven_M
MYOB Moderator
44,198 Posts
MYOB Moderator

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

Preemarose
Experienced Cover User
19 Posts
Experienced Cover User
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.