Editing Client Details

Practices where FYI as Primary for Client Maintenance will be able to edit clients within FYI. For all other practices, clients must be edited in your integrated practice management solution and will be updated during the next synchronisation.

Editing a Client is only available for FYI Admins, or users in a User Group with the Edit Clients permission enabled.

To update clients in bulk, refer to Clients Bulk Update.

Edit a Client

1. Navigate to the Client - Summary tab for a client.
   
   
2. Click the Edit Client button at the top of the Client Details section.
   
3. Fields will become available to be edited.
   Note: Some fields are system-generated, and cannot be edited, while other fields will only be available depending on the client structure or if you have enabled FYI as Primary for Client Maintenance. 
   
   You can only enter or select a value according to how the field has been defined, for example, as Text, a Checkbox, select from a Drop-down, Number, etc.
   
   Important Note: Editing an individual's first or last name will not automatically update the 'Name' field. This field must be updated separately, where required.
   
   The following is an example of entering the value for a Text Custom Field.
   
   The following is an example of selecting a value for a drop-down field.
   
   Note: The Tax Number/IRD will be displayed partially masked when synchronised from XPM, but once edited in FYI will display the full value.
   
   Where a field is unable to be edited in FYI due to a limitation by Xero Practice Manager, a tooltip will be displayed. Refer to Edit in PM below.
   
4. To clear values from fields, either highlight the value and click delete on your keyboard, or click the X next to the Field.
   
5. If the client does not have data in the Email, Salutation, or Mobile Number fields, FYI will default to the Primary Contact details, or blank if a Primary Contact is not selected.
   
   The Client - Summary tab will also display an icon to indicate when the Primary Contact details are displayed.
   
6. For practices where FYI as Primary for Client Maintenance is enabled, the Assigned Users section will display all the "User" Type Custom Fields for the client, referred to as Custom User Roles. Select users for each role as required. 
   
   For all other practices, Custom User Roles can be updated from the Client - Custom Fields tab.
   
7. Click Save at the bottom of the screen to save the changes made to all the fields and to take it out of editing mode.
   
8. A record of the changes will be displayed in the Client Activity field.

Pending Sync tag

For practices integrated with Xero Practice Manager, clicking Save will trigger the updates to sync to XPM. The sync time will depend on the field that has been edited. Refer to:

• Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.
• Synchronising with Xero Practice Manager where FYI is enabled for Primary Source of Client Data

While the field is waiting to be synchronised, a 'Pending Sync' tag will be displayed beside the Client Details heading on the Client Summary tab. Once the updates have synced to Xero Practice Manager, the tag will be cleared.

Note: When a Client is marked as Pending Sync, custom field changes made in XPM will not be synchronised.

Edit in PM

Where a field is unable to be edited in FYI due to a limitation by Xero Practice Manager, a tooltip will be displayed. 

To edit the field, the client will need to be updated in Xero Practice Manager.

When editing the client, the Open in PM button will be replaced with Edit in PM. Click the button to open the client in Xero Practice Manager, where you will be able to update the fields accordingly.