Find Client Tab closing

TSmith98
Contributing User
10 Posts
Contributing User
Contributing User

10Posts

0Kudos

0Solutions

Find Client Tab closing

When in find clients tab & double click on client to open it overwrites the tab instead of opening a new tab. This then closes the find client tab and you have to reopen each time.

4 REPLIES 4
Steven_M
MYOB Moderator
42,303 Posts
MYOB Moderator
New Zealand
MYOB Moderator

42,303Posts

5,730Kudos

6,316Solutions

Re: Find Client Tab closing

Hi @TSmith98 

 

Can you expand on what product you are using?

 

If you are referring to the MYOB Partner/Practice Dashboard, the recommendation would be to right-click and select Open in a new tab/window. This will allow the user to open the client information in another tab/window of the browser.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

TSmith98
Contributing User
10 Posts
Contributing User
Contributing User

10Posts

0Kudos

0Solutions

Re: Find Client Tab closing

Hi,

 

We aren't using the online version we use MYOB AE software.

 

Thanks,

Steven_M
MYOB Moderator
42,303 Posts
MYOB Moderator
New Zealand
MYOB Moderator

42,303Posts

5,730Kudos

6,316Solutions

Re: Find Client Tab closing

Hi @TSmith98 


I've moved this post across to our dedicated Accountants Office/Accountant Enterprise board. This will allow the Practice Support team and other users the chance to see this thread and offer further assistance to your enquiry.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

kyla
MYOB Staff Post
49 Posts
MYOB Staff Post
MYOB Staff Post

49Posts

7Kudos

12Solutions

Re: Find Client Tab closing

Hi @TSmith98 

 

I've included a link below which talks about changing the setting for at the bottom of the Find Clients window 'Hide form when only one' at the bottom of the Find Clients window.  This will leave the Find Clients tab open after you've clicked into a client.  When you click the Contacts button again, it will take you back to the opened Find Clients tab which you should find is a quicker way to work.

 

https://help.myob.com/wiki/x/Tgl3AQ


cheers,

Kym
Practice Solutions Client Services Analyst
MYOB Australia Pty Ltd

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post