ADMIN question - change client codes

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MelitaPlevnik
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ADMIN question - change client codes

We upgraded today to MYOB AE v5.4.9.144 and now I can't change a client code because it's been greyed out. Before this upgrade, if a client changed structure, the codes could be rearranged under "edit client detail".

Has any other admins noticed this?

PS for MYOB - there is no where to post admin questions under "post new topic".

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MYOB Moderator Linda_K
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MYOB Moderator
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Re: ADMIN question - change client codes

Hi @MelitaPlevnik,

 

Thank you for your post and welcome to the Community Forum.

 

Please refer to the following Knowledge Base article link below which outlines the steps on how to resolve this issue:

 

KB 37383: Unable to edit client codes

 

Hope this helps Smiley Happy

Cheers,

Linda
Practice Solutions Support
MYOB Australia Pty Ltd
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MelitaPlevnik
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Australia

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Re: ADMIN question - change client codes

Thank you Linda! That's fixed it, I never would have found that hiding under the maintenance map.

MYOB Moderator Linda_K
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MYOB Moderator
Australia
MYOB Moderator

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Re: ADMIN question - change client codes

Wonderful, glad you got it all sorted Smiley Happy

Happy to help anytime!

Cheers,

Linda
Practice Solutions Support
MYOB Australia Pty Ltd
Trusted Partner RPD
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Trusted Partner
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Re: ADMIN question - change client codes

Hi Linda

 

I just tried this on my practice system, and this error message popped up

 

             The update failed.

 

             The Key Value for Key Name "CDSLink" can not be changed.

 


So any ideas how I can change this?

 

Regards,

 

Raoul Dunk

RP Dunk & Co.

 

 

Salisbury CA
MYOB Moderator Linda_K
257 Posts
MYOB Moderator
Australia
MYOB Moderator

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Re: ADMIN question - change client codes

Hi @RPD,

 

Thank you for your post.

 

Looking at your account, you are currently registered and using MYOB AE Series 6/8 which means you would be using Admin Centre integration.  As a result, Series 6/8 sites do not have the functionality to be able to amend client codes.

 

The article previously listed above, states that is article is only for sites that you VizPost integration. 

 

I hope this clarifies your query.

Cheers,

Linda
Practice Solutions Support
MYOB Australia Pty Ltd
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