Features
How does FYI determine the Owner of an email?
The Owner is dependent on where the email has been created.
Email is created in FYI
When an email has been created in FYI, the Owner field will be set as the FYI user who created the original email.
Email is created in Outlook
When an email has been created in Outlook, the Owner is dependent on how many FYI users are the recipients of the email:
- Where the email has been created by one FYI user, they will be set as the Owner of the email.
- Where there are multiple FYI users as the recipient, the Owner will be matched to the user in FYI following the priority order: From, To and CC.
For detailed information refer to Emails with Multiple Recipients
When creating and sending emails, FYI's Best Practice is to create the email directly in FYI. Refer to Creating an Email 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, FYI as Primary, Workflow Jobs, Automation, Elite