FYI provides the ability to set the Filing Defaults for each client.
You can configure these from the Client - Settings tab (refer to Setting Filing Defaults for a Client).
You can also set them directly from Outlook as follows.
- In Outlook, in the FYI Drawer for an open email, select the relevant filing details.
- Then click the Save as Client Default link at the bottom of the Filing section in the FYI Drawer.
Setting a Default Job for a Client
If Jobs have been enabled for the selected Cabinet, you can set a default Job for any cabinets on which Jobs can be selected.
Refer to the section Jobs and Setting Up Jobs in FYI and Jobs - Enabling Jobs and Setting the Default Job for a Client.