Accounting Practices generally work with clients in either Family or 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/Family Group.
From the Client Workspace, you can navigate between a Group, Client or Job.
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 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 seamlessly.
To select a client within the selected Group, click it in the list under Group Details or select the client from the drop-down.
Select any job from within the selected Client.
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.