Both the Client Workspace and the FYI Drawer can be used to view Jobs for all clients within a Client Group, depending on your practice settings.
Client Workspace
From the Client Workspace, click the X next to the Client name at the top. This will display the Client Workspace for the Group, including a list of the Group Members. Refer to Displaying Information for Client Groups.
Jobs for all clients within the group will be displayed in both the Job drop-down at the top, and the Jobs tab.
In the FYI Drawer
From within the Jobs Practice Settings, FYI Admins can control whether the Drawer displays the list of jobs is for the current client only, or jobs for all clients within the group. The Show Jobs by Client setting will control the jobs when:
- Filing documents and emails
- Creating Time
- When Show Jobs by Client is ticked in the Practice Settings, only the jobs for the specific client are included for selection when filing a document and when creating a Time entry.
- When Show Jobs by Client is not ticked in the Practice Settings, when filing a document and when creating a Time entry, the list of jobs includes all jobs for all of the clients in the Client Group.