Partner Zone

Share your ideas for improving MYOB Business/Essentials. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Contacts: Attach/upload documents

Former Staff




38 Posts
Former Staff
New Zealand

I think it would be a great idea for the ability to attach a document to a contact in Essentials.  For E.g. Terms of trade, account application form.  In dept client portfolio.


"Attach Documents at Client or Invoice level"

1 Comment
Experienced Cover User
42 Posts
Experienced Cover User

We have to collect certain information and signature from contacts which is not covered under the current contact form. We wou;d like to be able to add this document to the contact via in tray.

Also would like to add documents to employee contact form.