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.
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 |
| Client was created | Yes |
| 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 |
| Active ATO Client | Yes |
| Automatically Retrieve from ATO | Yes |
| Branch/CAC/ICA | Yes |
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 |
| Client was created | Yes |
| 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 |