Displaying Information for Client Groups

Accounting Practices generally work with clients in Client Groups. FYI gives you the ability to view all documents for a Group or the flexibility to jump to a lower level, such as an individual entity or specific job. This is useful when working on multiple entities within a Client Group.

From the Client Workspace (once a client has been selected) you can navigate between a Group, Client or Job.

Video Walkthrough
For a video walkthrough that includes this feature, refer to Navigating Workspaces to Locate Documents (3 min).

From here you can select the 'x' on a particular field to clear that information. In the example below, clicking the 'x' in the Client field that will remove the client "Marshall, Frank" and take you up to the Client Group level, which will appear as follows.

Note: Not all the tabbed pages in the Client Workspace are relevant when a Group is selected.

Any of these fields (Group, Client or Job) can be selected from the drop-downs, allowing you to move between workspaces.

To select a client within the selected Group, click it in the list under Group Details or select the client from the drop-down.

Note: In the Summary tab, the list of Group Members currently includes archived clients. These can displayed on the Client tab by including clients with the Status of "Archived". Refer also to Archived Clients.

You can display the Clients tab to see the details of the clients within a Client Group. From the Clients tab, you can include the column Include in Autofile to see which client will be used as the primary client when auto-filing and where the email is shared by more than one client.

The Clients tab is used in the same way as the Clients list. From this you can also select multiple clients and use Bulk Update to make changes. Refer to Clients Bulk Update.

When a Client Group is displayed, you can use the Job drop-down to select any job from within that Client Group.

By default, closed Jobs are hidden. You can click the Hide the closed jobs button to disable this and show closed jobs in the selection.

Note: the relevant tabs within this view, such as Documents and Tasks, will update as you move around Groups, Clients and Jobs, showing only the information applicable to your current selection.

Opening the Group from the Clients List

In the Clients list, you can also open the Group, and display the Group Details, by clicking the Group name in the Client Group column.