Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
You can edit a Client Group name in FYI if your practice is on the Elite plan, uses FYI as the Practice Management Source, and doesn't use an integrated practice management platform.
Only the Client Group name can be updated using the Edit option.
If your practice uses another practice management platform, update the Client Group name in that system, for example, Xero Practice Manager (XPM).
To edit a Client Group name, you must be an FYI Admin or belong to a User Group with the Edit Clients permission enabled.
Edit a Client Group name
- From the Clients List, select the Client Group you want to edit. The Client Group Workspace displays.
- Click Edit.
- Update the Client Group Name as required.
- Click Save to apply the changes.
The Client Group name is updated in FYI.