Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Users can quickly share links to views in FYI using the View link available from the View selector or the Quick Access drop-down. For example, to send links to particular client lists or jobs. The link is copied to the clipboard and can be pasted inside or outside of FYI.
Note: Users must have access to the relevant list and View in FYI to open the link.
From the View selector
- From the View selector in the relevant list, hover over the View name to display the Copy View Link icon.
- Click the Copy View Link icon.
- A message displays confirming the View link has been copied to your clipboard.
- Paste the link where required.
From Quick Access
You can also copy a View link from the Quick Access drop-down for the relevant menu option.
- Click the down arrow next to the List in the menu bar to display the Quick Access list.
- Hover the mouse next to the view name to display the View link.
- A message displays confirming the View link has been copied to your clipboard.
- Paste the link where required.
When a user opens a View link, the list opens with the relevant View selected.