All team members can use FYI’s Client Workspace to view an up-to-date summary of each client’s affairs including recent emails, documents and interactions and any outstanding tasks. This dedicated client view improves productivity by ensuring relevant information is at your fingertips.
Watch this tutorial to learn how to:
- Display the Client Workspace
- Use Client Views
- Search for a specific client using the Search Group Client Jobs field
- Explore key tabs in the Client Workspace - Summary, Custom Fields, Settings
- Display Jobs, Tasks or Documents for a Client
- Navigate between Clients within a Client Group.
For more information, refer to the section Using the Client Workspace.