The Settings tab is where you can add or change the Settings for the Client and display any Custom Fields that have been set up for the client in Xero Practice Manager.
Settings include the defaults for the Cabinet and Categories that are used when emails, documents and tasks are created for the client. The settings are also used when emails and document from users' Outlook are auto-filed (refer to Introduction to Email AutoFile). The Filing Defaults can be set for a Client either from FYI (refer to Setting Filing Defaults for a Client) or using the FYI Drawer in Outlook (Setting Filing Defaults for a Client from Outlook).
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.
Include in AutoFile
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.
If no client has been nominated, and if an email is received where the email address is shared by more than one client, the email is automatically marked as "Multiple Clients". When filing the email from the In Tray, a list of the clients who hold that email address displays in the drawer so you can select which client to file it under.
On the Clients list, you can include the column Include in Autofile in the Clients list to see which client will be used as the primary client when auto-filing when the email is shared by more than one client. Refer to Clients List. You can also 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.