Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available:FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
FYI Admins or users with Automation permissions can create and share Forms using Automation. Once a client submits a form, merge fields are used to automatically update client data back into FYI.
Watch this tutorial to learn how to:
- Import the Update Client Details Automation
- Create and share forms with clients
- Review submitted forms
- Update client details into FYI.