As well as the System Processes that are shipped with FYI, you can set up Custom Processes specifically for the needs of your practice. Every practice has repetitive processes that can be automated with FYI's custom processes.
- Sending monthly or quarterly management reporting to clients that you service with regular frequency.
- Sending bulk email communication to clients. Email content can be standardised across all clients or set up with filters that use Custom Fields held for individual clients.
For information on setting up, testing and running a Custom Process, refer to Setting up and Running Custom Processes.
Running Scheduled or Manual Custom Processes
Custom Processes can be set up as Scheduled, to run on a regular basis, or Manually, as and when required.
A Manual Custom Process can be run:
- From the Automation Dashboard by opening the Custom Process in the Automation Dashboard and clicking Run. Refer to Setting up and Running Custom Processes.
- Or from the Clients - Processes tab for a selected client. Refer to Client Apps, Processes and Process History.
Using Custom Fields in Processes
Custom Fields can be used to segment the client database (refer to Client Detail) and as filters in the Automation Custom Processes.
For example, if your practice performs a monthly or a quarterly bookkeeping service for some clients, in a "Service" Custom Field, these clients could have either "Bookkeeping - Monthly" or "Bookkeeping - Quarterly". You can then set up a Custom Process that sends out a monthly or quarterly checklist to relevant clients with a filter of the relevant Custom Field.