Obtaining a report that shows a list of all types of phone numbers and email addresses in AO
This support note applies to:
- AO Tax (NZ)
- AO Practice Manager (NZ)
- AO Practice Manager (AU)
- AO Tax (AU)
In MYOB Practice Manager (PM) you may need to generate a list of all phone and email types attached to your clients.
We've created the Excel spreadsheet AO All PhoneTypes.xls to generate this list for you in Microsoft Excel. This can be downloaded and saved to a location on any workstation running AO.
This spreadsheet is designed to provide basic information catering for a broad range of requirements. If changes are needed to the spreadsheet, they may be undertaken as a chargeable service, in the same way as report customisations.
The spreadsheet is designed for the default database name of AODB1.
Right-click AO All PhoneTypes.xls and from the drop-down menu, choose Save Link As...
Navigate to a memorable folder location then click Save. The report is saved to this folder.
Using Windows File Explorer, navigate to the location you saved the spreadsheet in, and double-click on the file to open it in Excel.
If you receive an ODBC error when opening the spreadsheet, you can resolve the issue by following the steps in Checking the Data Source Connection via ODBC.
- From within Excel, click the Data tab > Refresh All.
- If you receive a Microsoft Excel Security Notice, click OK to accept.
- If you are prompted with an SQL Server login screen, enter your SQL password and click OK.
MYOB INTERNAL STAFF ONLY
This spreadsheet is for AO only. For AE Practice Manager Obtaining a report that shows a list of all types of phone numbers and email addresses in AE.