Extra lists
Extra lists allow you to classify your contacts, clients, employees, assignments (AE) or suppliers (AE) from a list of predefined values; although they are used predominately for contacts, clients and employees.
This information can be viewed, reported on and used to filter mail merges so you only produce letters for specific clients or report on employees with specific qualifications. See examples below:
| Type | Extra List | Value |
|---|---|---|
| Client | Newsletter Rating Seminar Financial Planning | Yes A Super funds Yes |
| Employee | Employee Group Qualification Specialist Field | Accountant - Senior CA Audit |
| Contact | Newsletter | Yes |
In AO Classic, Extra Lists were known as UDFs.
Extra lists are always displayed on the Extra tab available in the Contact, Client, Supplier (AE), Assignment Details (AE) and Employee pages.
(AE or AO New Zealand) If you are integrated with AO Classic, any existing extra list entries are those that have been converted. For these converted extra list entries, you cannot:
change the Allow multiple status
add a new value
delete a value
change the data type.
Any pre-defined values cannot be changed. You can however enter addition extra lists but these will not be synchronised with AO Classic.
For MYOB AE and MYOB AO Australia and MYOB AE New Zealand, you can also add, edit and delete the pre–defined values.