Accounting Practices generally work with clients in either Family or Client Groups. FYI gives you the ability to view all documents for a Client 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 anywhere in FYI, navigate to a client or job and you will see a view similar to this:
From here you can select the 'x' on a particular field to clear that information. In this instance, that will remove the client Marshall, Frank and take us up to the group level, which will appear as follows:
Any of these fields (Group, Client or Job) can be dropped down, allowing you to move between workspaces seamlessly:
Select any client from within the selected Group:
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.