Features

Why is a new or edited Client Custom Field in Xero Practice Manager not showing straight away in FYI?

Issue
I have set up a Client Custom Field in Xero Practice Manager but it is not showing in FYI. I have tried the manual Sync and the Sync from PM in the Client - Custom Fields tab, but it is not available to select as a filter in FYI.

Cause
New or edited Custom Field definitions (for Clients and Jobs) are NOT available on the day they are created or edited. The Client Custom Field definitions are only synced from Xero Practice Manager to FYI during the automatic synchronisation overnight.

The manual Sync and the Sync from PM in the Client - Custom Fields tab will sync any changes to the values selected for a Custom Field, but these do not sync changes to the Custom Fields themselves.

Solution
If you want to use a Custom Field in a View or in an Automation (for example, for an email mailout that uses a Client Custom Field definition) add or edit this the day before so it is available for selection in Views and Automations.

Note: An FYI Admin can add a Client Custom Field in FYI which will be available in FYI straight away. Refer to Managing Custom Fields.

 

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