FYI is fully integrated with XPM. Client summary and details in FYI are imported from Xero Practice Manager. In XPM, the client's Mobile phone number is held in the Client information.
The mobile number is not part of the general information of the client, so you can add the client's name as one of the primary contacts.
Use the following to add the client's Mobile number in XPM:
- In XPM, click on Client's tab.
- Click + Add Contact on the right-hand side in Contacts.
The New Contact screen displays.
- Fill out the details in the 'New Contact' window.
Enter the client name as the Contact Name.
Tick the check box to set the contact as 'Set as primary contact'.
Note: You can leave the Phone Number blank as the phone number would already be held in the general information for the Client.
The following examples show the Contact with the Mobile number saved in XPM and how this shows in FYI.
The information will automatically sync to FYI. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.