Client Contacts

The Contacts tab displays the Contacts held for that client in your practice management software.

The following is an example of the Contacts list. A count of the rows is displayed in the top right-hand corner.

If a new contact is added to your practice management software, or a change is made to the contact in your practice management software, the changes will be reflected in the Contact list.

Primary Contact

The Primary Contact column displays which contact has been selected as the Primary Contact.

By default, the Client - Summary tab will automatically display the Primary Contact details in the following fields:

• Contact
• Salutation
• Addressee
• Mobile number

If a Primary Contact is not selected, these fields will be blank. For practices where FYI as Primary for Client Maintenance is enabled, a client Email, Salutation, Addressee or Mobile Number can be entered for a client and will override the Primary Contact details on the Client - Summary tab.

In addition, Primary Contacts can be managed within FYI. Refer to Nominating the Primary Contact for a Client. For all other practices, while the Primary Contact is displayed in FYI, changes to the Primary Contact (including selecting a different Primary Contact) will need to be managed in your integrated practice management platform e.g. Xero Practice Manager.

When changes are made to the selected Primary Contact, for example selecting a new Primary Contact, an entry will be displayed on the Client - Activity tab. Refer to Client Activity.

Include in AutoFile

If you have Include Client's Contacts set "On" in your practice's Email AutoFile Settings, AutoFile searches the Client's Contacts to find a matching email address. Client Contacts nominated as Include in AutoFile will be considered during the automatic filing of emails. 

This allows emails to be filed to the client when they are sent or received to/from internal team members, bookkeepers, advisers, etc. Refer to Managing Email AutoFile Settings and Practice Defaults.

On the Client - Contacts list, click a Contact to open the drawer and select or deselect Include in Autofile.

If you do not want any of the Contacts to be included in the Autofile, in the Client - Contacts click the Contact to open the drawer and deselect Include in Autofile.

Client Drawer

Click on a contact in the list to open the Contact drawer.

For practices on the FYI Pro plan integrated with an external Practice Management solution, for example, Xero Practice Manager, click the Open in PM button to open the contact in your practice management software (you may be prompted to log in to your practice management software).

Note: If you need to update contact information such as name or phone number, this must be done in your practice management software.

For practices on the FYI Elite plan, users with permissions to edit Clients will be able to update the contact directly in FYI. For practices integrated with Xero Practice Manager, changes in FYI will be synchronised with XPM, with changes made in XPM synchronised back to FYI.

Changes to the Primary Contact and Include in Autofile can also be managed from the Contact drawer.

Contact Activity

The Activity section of the Contact drawer displays changes that have been made to the client, including when the contact was created, the initial values, and any changes that have been made since.

If a contact is deleted, an entry will be added to the Client - Activity tab. Refer to Client Activity.

Add Contacts

Practices where FYI as Primary Source for Client Maintenance is enabled can create contacts within FYI. Refer to Creating Client Contacts