The following updates have been made to FYI.
Quick Access to recently Used Clients. You can click the down arrow next to the Clients menu option from any of the lists or workspaces to display the last 20 clients that you used. Refer to Clients Workspace.
- Weekly stats. This option is only available for FYI administrators. In your Profile settings, When set to "On" you will receive a weekly email summary of the transactions that have taken place with various apps connected to FYI. Refer to Setting Defaults and AutoFile Defaults for your Own Login.
- Changes to the text in the email that is sent when a task is completed.
An error message displays if the excel file doesn't exist.
Updating a large number of documents. Async popup now disappears when the update is complete.
'Select All' document option now selects correctly.
Email and Task Management Plan (Starter) - includes Add button when adding an email template.