December 2023: What's New and Improved

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This month we rounded up another incredible year with some final new features, integrations, and enhancements.

Just in time for Christmas, we launched the new integration with Active Workpapers by Business Fitness. Available to practices in Australia and The United Kingdom, users will be able to link to and preview documents within Active Workpapers, as well as import and file binders for a selected entity and cabinet into FYI. Refer to Integration with Active Workpapers (Australia and the United Kingdom only).

In another exciting update, we added support for Merge Fields in Task Templates, so you can now customise your templates and display relevant personalised information for your team. For example, you can add the {{ ClientName }} merge field to the task name and additional relevant client information to the task details.

Available Merge Fields include Client details and the Job name, and support for Custom Merge Fields.

This update also applies to Automations, so that tasks created automatically by a custom process can be customised as well. Refer to Creating and Maintaining Task Templates, and for more advanced functionality refer to the section "Advanced Merge Fields and Formatting" in the article Including Merge Fields in Automations.

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We have also improved the process of sending emails, where FYI will now check to confirm the client has a valid email address. If the email address is blank or invalid, a link will be displayed showing "0 recipients" under the client field in the drawer, and the "Create" button will be disabled.

This provides the user with the opportunity to update the client record if required or manually enter an email address into the Create Email drawer before sending the email. Refer to Creating an Email in FYI.

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For FYI Admins, we have made it more efficient to manage users, with changes now automatically saved as user profiles are updated. We've also removed the "Save" and "Cancel" buttons from the bottom of the drawer, as they're no longer necessary. Refer to Managing Users.

For further details on the features mentioned above, including resolutions and further enhancements made this month refer to December 2023 Release Notes.

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