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/01JDG7MXB4R4BTMJ4PTBT9VF1R
Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
Learning Resources
Access our library of video tutorials, webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01JDG7ZW55FD08Z5YYRRDKTKHA
Platform Admin
Configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, FYI Desktop, Tasks