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Sticky note / flag in MYOB AE client file

Contributing User JoannaHD
6 Posts
Contributing User
JoannaHD
Contributing User

6Posts

2Kudos

0Solutions

Sticky note / flag in MYOB AE client file

Hello

 

I am not sure if such a function exists in MYOB AE (Accountants Enterprise) but here is what I am looking for.

 

A program I've used in the past (different industry) had the ability to put a "sticky note" on top of a client's electronic file.  So for example if there is an important condition that anyone working on the client should be aware of this will appear whenever someone looks up and opens the client.

 

For flagging things such as "Debbie is contact person for account but send all invoices to Marty" or "client paying debt by monthly instalments of $X, do not send debtor statements".

 

Currently any correspondence like this is simply saved in DM, but if a new person starts working on the client they would not be aware of anything like this if they did not know to go looking for it.

 

Hope this makes sense.

 

Thanks in advance.

 

Joanna Hodges-Dahm

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