20 Comments
- JaneCPCKCover User
Trying to find a way to increase the number of characters you can type in the Card File Notes. Need to keep pay info for many years as an industry requirement and staff being here up to 15 years means I cannot keep all their details on the notes.
- Nic-acc-addonsSuper Partner
Wouldn't it work to keep backups of MYOB file each year so you know the pay information as at any point in time by simply looking up at the backup file. If you take this approach, it may pay to upgrade all your backups to the latest version to make it easier (but do keep a backup of the originals).
Best of luck.
Nic
- ronatbasUltimate Partner
Are you using Contact Log?
- Fiona2012Contributing Cover User
use contact logs. they have increased in capacity over reent versions.
- Harley_BeckExperienced Partner
The Notes Field in Card Details will only take 409 characters. It looks like it could take much more, which would be very helpful. It even has a slider on the right indicating it could take more, but I can only type to half the area.
Currently we store information that is unique to a card within the 'notes' area in the card details tab. Is it possible to extend the character length to accommodate a larger volume of notes.
- TonyLaneUltimate Cover User
Hi Ashley,
Welcome to the MYOB Community Forum.The 'Notes' in a Card 'Contact Log' is also restricted to a maximum of 255 characters. It does however provide you now with an opportunity to store an unlimited volume of 255 character notes.
- TanialmmExperienced Cover User
Hi there,
I would really like there to be more space to write notes in the customer card 'card details' tab.
I find that the space is limited at the moment and it is actually a function I find very useful.
And perhaps a security feature where if the notes are changed a password is required to save them.
But more room is definitely my biggest wish!!!
Thanks
Tania
- Karen251Trusted Cover User
We have different price structures for different clients and the only place we can think to put them is in the notes on their card file but there is not enough room.
Can any more space be added or is there somewhere where we can enter their prices for products in the system somewhere that we are not seeing.
- AnetCover User
I agree, the amount of space currently available can be used rather easily with no other option/space to record further payroll information.
- SuezyMExperienced Cover User
Area is not large enough to take a decent note, specially if employee is never to reemployed.
The reasons should be able to fit in the notes so that the next person can clearly see what happened without hunting for a physical file.
We would also like this option for the Customer card when taking notes in the contact log.
- Nightingale1Cover User
We too need to utilise this field for all Employee notes and the current space available is not adequate.
Please increase the size of the card notes field.
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