Client Activity

The Client - Activity tab displays changes that have been made to the client.

This includes:

  • Name added to the Other field
  • Changes to the phone number
  • Postal Address added
  • Changes to Postal Address line 1
  • Changes to Client Custom Fields
  • If the client is added to or removed from a Client Group
  • If relevant, changes made to the Client Custom Fields in FYI

1744_Client_Activity_tab.gif

Xero Practice Manager
The following shows which changes made in Xero Practice Manager are, or are not, reflected in the Client Activity.

Change made in Xero Practice Manager Reflected in the FYI Client Activity tab
Name change Yes
Added name to Other field Yes. Recorded as "Name Changed"
Changed phone number Yes. Recorded as "Phone Changed"
Added Postal Address Yes. Recorded each field as "Changed" in a separate row
Changed Postal Address line 1 Yes. Recorded as "Address_1 Changed"
Added to or removed from Client Group Yes
Custom Fields Yes
Client Partner Yes
Client Manager Yes
Changed Physical Address No
Changed Structure No
Added Relationship No
Added Contact No
Added BSB No
Added Account Number No
Added Account Name No
Added Financial Institution Name No
ACN No
ABN No

 

GreatSoft
The following shows which changes made in GreatSoft are, or are not, reflected in the Client Activity.

Change made in GreatSoft Reflected in the FYI Client Activity tab
Name Change Yes
Changed phone number/mobile Yes
Added Postal Address

Yes

Changed Postal Address line 1 Yes
Added to or removed from Client Group Yes
Custom Fields Yes
Client Partner Yes
Client Manager Yes
Changed Physical Address No
Changed Structure No
Added Relationship No
Added Contact No
Added BSB No
Added Account Number No
Added Account Name No
Added Financial Institution Name No
ACN No
ABN No
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