FYI provides the ability to set defaults for each client.
You can configure these settings from the Clients - Details tab (refer to Setting Filing Defaults for a Client).
You can also set these defaults 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 your practice, you can set a default Job for any cabinets on which Jobs can be selected.
Refer to Jobs and Jobs - Enabling Jobs and Setting Client Defaults.
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