Our new custom views allow FYI Admins to save any preferred layout as a list, and then make it available for all users across the practice.
- Manipulate lists of documents, tasks and jobs
- Save any search criteria as well as column order and filters
- Activate sticky views to ensure that list views selected by users are applied by default across all lists in the session
- Makes accessing information even faster
Want to get started?
Refer to the section Using the Views to learn how to use the views.