The Client - Activity tab displays changes that have been made to the client.
This includes:
- Name added to the Other field
- Changes to the phone number
- Postal Address added
- Changes to Postal Address line 1
- Changes to Client Custom Fields
- If relevant, changes made to the Client Custom Fields in FYI
Xero Practice Manager
The following shows which changes made in Xero Practice Manager are, or are not, reflected in the Client Activity.
| Change made in Xero Practice Manager | Reflected in the FYI Client Activity tab |
| Name change | Yes |
| Added name to Other field | Yes. Recorded as "Name Changed" |
| Changed phone number | Yes. Recorded as "Phone Changed" |
| Added Postal Address | Yes. Recorded each field as "Changed" in a separate row |
| Changed Postal Address line 1 | Yes. Recorded as "Address_1 Changed" |
| Custom Fields | Yes |
| Client Partner | Yes |
| Client Manager | Yes |
| Changed Physical Address | No |
| Changed Structure | No |
| Added Relationship | No |
| Added Contact | No |
| Added BSB | No |
| Added Account Number | No |
| Added Account Name | No |
| Added Financial Institution Name | No |
| ACN | No |
| ABN | No |
GreatSoft
The following shows which changes made in GreatSoft are, or are not, reflected in the Client Activity.
| Change made in GreatSoft | Reflected in the FYI Client Activity tab |
| Name Change | Yes |
| Changed phone number/mobile | Yes |
| Added Postal Address |
Yes |
| Changed Postal Address line 1 | Yes |
| Custom Fields | Yes |
| Client Partner | Yes |
| Client Manager | Yes |
| Changed Physical Address | No |
| Changed Structure | No |
| Added Relationship | No |
| Added Contact | No |
| Added BSB | No |
| Added Account Number | No |
| Added Account Name | No |
| Added Financial Institution Name | No |
| ACN | No |
| ABN | No |
