Is Client Group always an option when searching and filtering? Jeanille Fin June 05, 2019 15:39 Updated Follow Yes – both Client and Client Group approach is central in FYI for filing and searching. Related articles How fast is the search, is there a time out, is there a cancel option when searching? Creating Email Templates and including Merge Fields Navigating between Groups, Clients and Jobs Why can I not Edit or Delete an email or document, or Co-edit a document? Nominating the Primary Client to Include in AutoFile Comments 0 comments Please sign in to leave a comment.