The Job - Activity tab displays changes that have been made to the Job.
Xero Practice Manager
The following shows which changes made in Xero Practice Manager are reflected in the Job Activity.
Change made in Xero Practice Manager | Reflected in the FYI Job Activity tab |
Job name | Yes |
Budget | Yes |
Job State | Yes |
Job Category | Yes |
Custom Fields | Yes |
Job Partner | Yes |
Job Manager | Yes |
Description | Yes |
Start Date | No |
Due Date | No |
Priority | No |
Staff Added | No |
Staff Removed | No |
Milestone Added | No |
Task - Estimated hours | No |
Task -Added description | No |
Task -untick billable | No |
Task - added allocated staff | No |
Task - updated allocated staff with time | No |
Task - start date and due date | No |
Task - removed to-do's | No |
Task - completed to-do's | No |
GreatSoft
The following shows which changes made in GreatSoft are reflected in the Job Activity.
Change made in GreatSoft | Reflected in the FYI Job Activity tab |
Job name | Yes |
Job State | Yes |
Task State | Yes |
UDFs | Yes (Custom Fields in FYI) |
Job Partner | Yes |
Job Manager | Yes |
Client Change | Yes |