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December 2021
December 2021
Hello
I am trying to link a client name to an Essentials File in the Partner Dashboard - I search for the name and attempt the link and receive the message - Client already linked - however there is no client name linked to that file - how do I unlink the client name from what it is linked to?
Thank you
Deb
December 2021
December 2021
Hi Deb
We Generally get this message about client already linked, as the client has previously had a datafile or ledger that they were linked to.
Our filters can sometimes hide this from us.
So we can check our filters to ensure it is on all staff, and include all expired and Cancelled Clients
See this help article https://help.myob.com/wiki/x/7hCEAQ
You can also Search for that client under Contacts and check what displays in the Transaction processing brick:
if you see the following:
it means you no longer have access the client was linked to.
So may need someone who does to give you access again or
you can phone the support team
Regards
Jeremy
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