Client Details

The Details tab is where you can add or change Settings for the Client and display any Custom Fields that have been set up for the client in Xero Practice Manager.

Settings

Settings include the defaults for the Cabinet and Categories that are used when documents and tasks are created for the client. These can be changed if needed. Refer to Filing to Cabinets and Categories.

This tab is also where you can set the default Job (if relevant).

The Send Attachment option is used to select the default for how attachments are sent (by Email, OneDrive or Postal Service, as relevant for your practice's FYI plan). Refer to Setting Filing Defaults for a Client.

This tab also holds a setting for nominating the client to Include in AutoFile. Where the client is part of a Client Group, it is likely the clients in the group will use the same email address. Selecting which of these clients is to be used for the AutoFile determines which will be used when emails are automatically filed. Only clients nominated as Include in AutoFile will be considered during automatic filing of emails. This can easily be changed in FYI if emails and documents need to be refiled under a different client in the group. Refer also to In tray review multiple clients in Email AutoFile Settings and Exclusions.

On the Clients list, you can use the Duplicates button to display any clients which have the same email address and from this you can select which client to nominate to include in AutoFile. Refer to Nominating the Primary Client to Include in AutoFile. 

Custom Fields

If you have set up Custom Fields in your Xero Practice Manager (for example, to distinguish the client type (such as A, B or C grade clients, to record additional address or contact information, or for other indicators), these Custom Fields display on the Client Details tab in FYI.

• You can add one or more Custom Fields as columns in the Clients List and use this to sort and filer the Clients List. Refer to Searching for Clients.
• You can use Custom Fields in the Merge Fields in email templates and in Word and Excel templates.
  Refer to Including Merge Fields in Word Templates and Stationery, Including Merge Fields in Email Templates and Signature and Including Merge Fields in Excel Templates.
• You can use Custom Fields in Custom Processes. Refer to Custom Processes.