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Sharing Phone Numbers

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Contributing Partner Lenehan
9 Posts
Contributing Partner
Australia
Lenehan
Contributing Partner

9Posts

0Kudos

1Solutions

Sharing Phone Numbers

If a group has 2 individuals, a company and a trust for example, where do we store the phone number?

We are open to error if we have to type the same number for each entities and not to mention the inconvenience of updating the phone number.

Just like the old days of hardcopy filing, everyone had their ideas of filing and even if a rule was made, it was never consistent.

Please allow sharing of phone number for a group.

 

5 REPLIES 5
MYOB Moderator Linda_K
257 Posts
MYOB Moderator
Australia
Linda_K
MYOB Moderator

257Posts

17Kudos

55Solutions

Re: Sharing Phone Numbers

Hi @Lenehan,

 

Thanks for your post.

 

As you have detailed, MYOB AE does not allow share of phone numbers for a group.  I will pass on your feedback to our development team.

 

In the meantime, to assist you on this matter you could use the Field Chooser function on the Find Clients search screen to bring in additional fields such as;

 

  1. Family Group or Billing Group (depending on which one your practice uses) and

  2. The relevant phone number fields such as Mobile, Home Business etc.

 

You could then group the Find Clients screen by Family Group/Billing Group which would then allow you to view all phone numbers entered for the group.

 

Here is an example:

 

Find Clients window3.png

 

 

Just somthing for you to think about.  Hope it helps Smiley Happy

Cheers,

Linda
Practice Solutions Support
MYOB Australia Pty Ltd
Contributing Partner Lenehan
9 Posts
Contributing Partner
Australia
Lenehan
Contributing Partner

9Posts

0Kudos

1Solutions

Re: Sharing Phone Numbers

Thanks for the reply.

Can you search for family group?

MYOB Moderator Linda_K
257 Posts
MYOB Moderator
Australia
Linda_K
MYOB Moderator

257Posts

17Kudos

55Solutions

Re: Sharing Phone Numbers

Hi @Lenehan,

 

You can't search for the Family Group using the Search for field in the Find Clients window.

 

However, if you are using the Family Group function, you can bring the Family Group column into the Find Client window using the Field Chooser function which will then display any clients associated to the Family Group. You can then sort, filter the data from there. 


Example:

 

family group2.png

 

If you do not currently use the Family Group function and would like more information about it, please refer to the following Knowledge Base article for details:

 

KB 33405: Setting up and using Family Groups

 

I hope that is has answered your query Smiley Happy

Cheers,

Linda
Practice Solutions Support
MYOB Australia Pty Ltd
Contributing Partner Lenehan
9 Posts
Contributing Partner
Australia
Lenehan
Contributing Partner

9Posts

0Kudos

1Solutions

Re: Sharing Phone Numbers

If you have a big database, it would be quicker to search for the family group rather than scroll down the list.

 

Would you be able to pass this feedback to your development team.

 

MYOB Moderator Linda_K
257 Posts
MYOB Moderator
Australia
Linda_K
MYOB Moderator

257Posts

17Kudos

55Solutions

Re: Sharing Phone Numbers

Hi @Lenehan,

 

Sure thing.

 

What I didn't mention ealier is that once you have the Family Group set up in the Find Clients window you can use the Filter drop down arrow and scroll to a particular Family Group or you can enter the exact Family Group name and press Enter.


Example:

 

family group4.png

Cheers,

Linda
Practice Solutions Support
MYOB Australia Pty Ltd
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