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
- Leverage the Client Summary
- Change Client Settings and display Custom Fields
(These are now on separate tabs in the Client Workspace - Settings and Custom Fields)
- Display Client Jobs, Tasks or Documents
- Access Automatic Document Imports ie Tax and Corporate Affairs
- Display Client Automations ie Apps, Processes and Process History
For more information, refer to the section Using the Client Workspace.