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MYOB Accounting Plus 18 Tutorials
MYOB Basics / Cards pt. 1
Subtitles of the Movie (MYOB Accounting Plus 18 / MYOB Basics / Cards pt. 1)
In this lesson I'm going to talk about the way that MYOB handles Contact Management. It does this using Cards, and these Cards store contact information for your customers, suppliers, employees, and personal contacts. They also let you track and analyze transaction histories and amounts owing for each of these, as well as holding information for mailing labels and personalised letters. A really good way to think about these Cards is like the cards in a rolodex. You flip to the card you want and it supplies you with the information. Of course, Cards in MYOB give you a lot more information, so let's have a look at them now. In the Sample File that came with MYOB let's go to the Card File Command Centre and open the Cards List. You can also do this by choosing List and Cards from the Menu. Here we can see that Cards in MYOB come in four types: Customer, Supplier, Employee, and Personal. To edit or view the contents of a Card, double-click it or click the little arrow next to it. At the top we have some search tools. First we can search by particular fields. We enter the Search Term in the box here, hit the Enter key and we see our results. Clear the search by hitting the little red X button. We can also perform Advanced Searches. Click the button and first we can search within any one of the four Card Types, or all of them. Next, we can search using Contact Dates, and this can be particularly useful for sales staff if they want to find all of the customers or prospective customers who haven't been contacted in a while. You can also find all of the people who you have selected specifically to be recontacted. Next up is Identifiers, which we covered in another lesson. In that lesson I specified one customer as a Non-Profit customer, and let's find them now. I made the letter N the Identifier for Non-Profit, so I'll type that in here and hit OK, and there it is. It was Chris Davis. Hit the Advance button to return, and Next, we can search by Postcode. OK, let's clear this N to reset the search, and return to the Main Window. Now you may have noticed a row of buttons along the bottom here. Let's find out what they do. We'll start with the New Log Entry and Log buttons. These are simply shortcuts to a location inside the selected Card. I'll double-click this Card and show you where it is. Here under the Contact Log tab we can see that we can use MYOB to keep a Contact Log for each of your contacts. Now that's easy enough to get to using the method I just used, but it's even easier when we have these buttons. With a single click we can either view the Log for a particular contact, or we can go straight into making an entry. Very useful for sales and call Centre staff. Next, we have the Letter button. This allows us to send personalised correspondence to a contact quickly and easily by automatically inserting the relevant contact details. We're going to cover this a little bit more in-depth later on in this course so we'll keep moving. Next up is Combined Cards. You probably won't need to use this very often, but it lets us merge all the transactions from one Card with another. The two Cards are called the Secondary and the Primary Cards. All transactions from the Secondary Card are added to the Primary Card, and the Secondary Card is then deleted. As you can see from the warning that MYOB gives us we need to be careful with this. The operation is not reversible. And finally, we have Sync Cards. This is really useful is you're using Microsoft Outlook. You can easily ensure that all of your contacts in Outlook are synchronised with all of your contacts in MYOB. And that's it for this lesson, let's move on.
Tutorial Information
| Course: | MYOB Accounting Plus 18 |
| Author: | Rick Martin |
| SKU: | 34040 |
| ISBN: | 1-935320-75-0 |
| Release Date: | 2009-09-25 |
| Duration: | 9 hrs / 130 lessons |
| Work Files: |
Yes |
| Captions: | No |
| Compatibility: |
Vista/XP/2000, OS X, Linux QuickTime 7, Flash 8 |
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