Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
You can Search, Sort and Filter lists in all workspaces to find information in FYI. The layout can then be saved and made available to the wider team.
Watch this trailer to learn how to create practice-wide Custom Views, and get your team finding what they need at #lightspeed.
Note: An FYI Admin, or a user in a User Group that has Permissions enabled for Views can set up new views and modify existing views.