Features
These short animations demonstrate the best way to manage your jobs using the Bulk Update function in FYI.
Job States
Watch this animation to learn how to bulk update Job States across multiple jobs quickly.
|
|
Job Partner, Job Manager and Key User Roles
Watch this animation to learn how to bulk update job assignments seamlessly.
|
|
Job Start and Due Dates
Watch this animation to learn how to bulk update key dates across multiple jobs easily.
|
|
Key Job Details
You can also use the bulk update function to update job names, categories, budgets, and any custom fields as required.
Watch this animation to learn how to bulk update job custom fields as required in FYI.
|
|
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01HZEE3H9ZBCSG0MXQA93Q81XS
Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01HZEE3HQM90BN9GA7TV51B618
Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01HZEE3J6ZV370P63N1KBS4EKA
Onboarding
Configure FYI, migrate your documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01HZEE3JR3YR7K05FC4VF5F54B
Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01HZEE3K7R5FX3XXZ3CN9PRJM4
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, New Collaborate, Tasks, In Tray, Templates