Client Activity

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

This includes:

• When the client was created.
• The initial values entered for each field when the client was created.
• 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.
• Changes to the New Collaborate Sharing Settings, or if the Collaborate Site is changed.
• If a Client Contact is added or deleted.

Updates not displayed

Changes to the following fields will not be displayed in the FYI Client Activity tab for Xero Practice Manager or GreatSoft.

• Changed Physical Address
• Changed Structure
• Added Relationship
• Added Contact
• Added BSB
• Added Account Number
• Added Account Name
• Added Financial Institution Name
• ACN
• ABN