Find information even faster with custom views and sticky views


Our new custom views allow FYI Admins to save any preferred layout as a list, and then make it available for all users across the practice.


  • Manipulate lists of documents, tasks and jobs
  • Save any search criteria as well as column order and filters
  • Activate sticky views to ensure that list views selected by users are applied by default across all lists in the session
  • Makes accessing information even faster 

Want to get started? 

Refer to the section Using the Views to learn how to use the views.

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