Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
When FYI has been enabled as your Primary Source for Client Maintenance, clients can be created and maintained directly in FYI.
Watch this tutorial to learn how to create a new client and link it to an existing Client Group.
This feature requires FYI as Primary for Client Maintenance to be enabled.