Automate the creation and filing of client emails
Create client emails with ease using templates with rich text and merge fields. Automatically file them without leaving Outlook, saving to a central client file that's accessible to approved users.
Auto-file client emails and attachments
- Emails that match a client in Xero Practice Manager are auto-filed in FYI
- Filing defaults can be set at a user, client, or practice level
- Auto-file attachments – avoids the need to save to desktop and upload
- Emails in a conversation thread are automatically linked together in your filing system – so you have instant access to the most recent email
- Save valuable time – especially for those who receive 50+ client emails a day!
File emails centrally for the entire practice
- Store all your client emails in a central database
- Seamlessly apply consistent filing rules
- Access rights to cabinets can be assigned to multiple users
- View recent emails by client, group or job
Auto-create emails
- Use email templates to create standard emails in seconds using rich text and merge fields
- Dramatic time savings, as users don’t have to create bespoke emails for repetitive client communications
- Use the FYI Drawer to delegate tasks, add comments for your team or initiate an internal workflow without leaving the email you are working on
Auto-file client meetings
- Client meetings automatically imported from Outlook Calendar and filed in FYI
- Ensures your client files include meetings
- Client meetings shared with the entire team without any manual effort
Want to see FYI in action?
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