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| MYOB Location | Create? | Update? | Default Value | Framework Location |
|---|---|---|---|---|
This is the default screen within MYOB which holds customer/contact information. Proceeding items relate to specifics, and their corresponding location in Framework.
| ||||
| Y | Y | Located on Client Overview, full name field
| |
| Y | Y | This is based on the address of your primary contacts address details. This is on the Client \ Contacts screen. Ensure an address is placed against the primary contact (edit contact, add in an address on the address tab)
| |
 | Y | Y | Generated from the 'client number' on the client overview screen. This is typically automatically generated by the system upon job creation.
| |
| Y | Y | All information is based on the primary contact. This is derived from the Client \ Contacts screen. This is found on the 'general' and 'telephone' tabs.
| |
These are the notes found on the 'card details' tab within MYOB
| Y | Y | Found on Client Overview, bottom of the screen, notes field:
| |
This is the 'job' screen within MYOB. Proceeding items dictate where they live within Framework.
| ||||
| Y | Y | Much like the client number, this is generated automatically when a new job is created. It is however located on the Client / Job screen, should you want or need to update it.
| |
 | Y | Y | This information is kept on the Land Overview screen.
| |
| Y | Y | Both of these fields are found on the Construction Overview screen (given you have made no customisations to remove these). They can also be found on the Workflow Overview screen. On Construction Overview:
On Workflow Overview:
| |
| Y | Y | These are the following two dates on the construction overview screen:
| |
This is on the 'selling details' tab, and is hard coded, i.e. not generated from within Framework.
| Y | N | Nil |
