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July 2021
July 2021
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.
July 2021
July 2021
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.
July 2021
July 2021
Hi,
We aren't using the online version we use MYOB AE software.
Thanks,
July 2021
July 2021
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.
July 2021
July 2021
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
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