Find information even faster with custom views and sticky views
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.
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray