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.
When a Primary Contact is selected, the Client - Summary tab will be updated to display the following details:
- Contact
- Salutation (if FYI Client Mobile & Salutation is not enabled in Practice Settings - FYI as Primary).
- Addressee (when used as a Merge Field, if Addressee details are entered in Xero Practice Manager)
- Mobile number (if FYI Client Mobile & Salutation is not enabled in Practice Settings - FYI as Primary)
If a Primary Contact is not selected, these fields will be blank.
For practices where FYI as the Primary Source for Client Data is enabled, Primary Contacts can be managed within FYI. Refer to Nominating the Primary Contact for a Client.
For practices where FYI is not enabled as Primary, the Primary Contact will be displayed in FYI, however 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.
For practices integrated with Xero Practice Manager, when a change is made to a contact, a Pending Sync tag will be displayed while waiting for the updates to be synced with Xero Practice Manager. This tag is located beside the Client Name on the Client - Summary tab, and prevents updates from being overwritten by a user selecting the Sync from PM button. Once the updates have synced to Xero Practice Manager, the tag will be cleared.
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 match for the Client Name. You can select or deselect a Client Contact as Include in AutoFile. Client Contacts nominated as Include in AutoFile will be considered during the automatic filing of emails.
If an email is sent to or received from the email address of one of the contacts that is held for a client in your practice management software, this will match on the client when an email is autofiled. 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 Email AutoFile Settings, Exclusions and Practice Filing Defaults.
On the Client - Contacts list, you can 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 client 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 the Primary Source for Client Data is enabled can create contacts within FYI.
Refer to Creating Client Contacts.