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.
- For practices on the Elite plan and where FYI is enabled as the Primary Source for Client Data, changes made to Relationships will also be recorded, including adding and removing a Relationship.
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