The Client Summary tab gives a snapshot of what is happening for a client. This includes client and group information, client details, recent documents and tasks related to each client. This is where you can enter details of phone calls, file notes and meetings for the client.
This article contains the following sections:
- Client Details
- Client Email
- Client Phone or Mobile Number
- Client Details Sections
- Client Interactions
- Documents and Tasks
The Client Details (on the left-hand side of Client Summary) shows the general information for the client. This includes information such as phone number, mobile number, physical and postal addresses.
The client information is updated and synchronised directly from the information held for that Client in Xero Practice Manager.
Partner and Manager - If you are an FYI administrator, or a user in a User Group that has Permissions enabled for Edit Clients, you can update the Partner and Manager for the Client. The change will sync to Xero Practice Manager. Refer to Managing User Groups, Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager and Running a Manual Sync with Xero Practice Manager and Additional Notes on Syncing.
From Client Details, you can click the Open in PM button to open the client in Xero Practice Manager (you may be prompted to login to Xero Practice Manager). For GreatSoft sites, this will open the client in GreatSoft.
Note: If you need to update client information such as name or address, this must be done in Xero Practice Manager.
The Export Code or Client Code can be used when searching for a client in FYI. Enter all or part of the Export Code or Client Code in the same way as you would enter all or part of the Client Name to find a client.
For "Archived" or "Unmatched" clients only, the Name of the client can be changed (refer to Archived Clients, Resolving Unmatched Clients and Unmatched Client Import.). Click the Name field, make the change to the Name and click the Tick icon to save the change (or click the X icon to not save the change). This can be useful when clients are imported as part of the migration and if they have been imported as Unmatched Clients where they have the Client Codes instead of names.
Note: Client Code is not available for UK sites.
From the Client - Summary, you can click the client's Email link to open the Create Email drawer with the Client and Email address added directly.
Client Phone or Mobile Number
From the Client - Summary, you can click the Phone number or Mobile number link. If your computer has a phone registered on it, this automatically loads your phone application and makes the connection with the number added directly from the link. It also automatically creates a Phone Call record within FYI and automatically adds to the Create Phone drawer the client and the phone or mobile number that you clicked.
Client Details Sections
You can click to expand the other sections in the Client Details to see additional details for Tax & Company, Physical and Postal addresses, Relationships and Group Members.
Tax & Company
The Tax & Company section holds details from Xero Practice Manager such as Business Structure, Tax Number, Account Number. Some of these can be used as Merge Fields.
Refer to Including Merge Fields in Word Templates and Stationery, Including Merge Fields in Email Templates and Signatures and Including Merge Fields in Excel Templates.
The Group Members section displays a list of all the clients that are members of the same Client Group as the displayed client. You can click on a client in the Group Members for quick access to display that client.
You can enter a record of any Phone Calls, File Notes or Meetings directly from the Client Summary tab.
Refer to the section Recording Client Interactions.
Documents and Tasks
You can scroll down the Client Summary tab to display the Documents and Tasks with the most recent documents and tasks for that client. You can click on any of these to open these Documents and Tasks directly from the Client Summary.