Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Nominating a Primary Job for a client in FYI allows you to select one or more jobs to act as Tracking Jobs while maintaining flexibility for other concurrent jobs. For example, you could select a job related to the main client in the Client Group as the primary job.
Nominating a Primary Job
The Primary Job setting is enabled from the Job Drawer. Jobs cannot be nominated as the Primary Job in bulk.
- Open a Jobs List.
- Click on the row for the relevant Job, ensuring you don't click on the Job Name, Client Group, or Client Name. The Update Job drawer will be displayed on the right.
- Click the Details heading to expand the section.
- Click the Primary setting to change it to a tick. The Job is now selected as a Primary Job.
Viewing Primary Jobs
The Primary field on the Jobs List can be used in the Columns and Filters tabs to add a column to the list, or to filter by Primary Jobs.
When added as a column, the Primary column will display either True or False:
- True - the job has been nominated as a Primary job
- False - the job has not been nominated as a Primary job.