EMAILS
Automate the creation
and filing of client emails
Turn a big time-waster into a big time-saver:
reduce time spent drafting and filing client
emails to a fraction of its former self.
Instant access to every client email
Locate relevant emails in seconds with centralised email storage for the whole practice.
- Every email between your client and anyone on your team is stored centrally – not locked away in individual inboxes
- Access rights to cabinets can be assigned to multiple users, and emails viewed by client, group or job
- All in-bound and outbound emails are archived so nothing is lost!
Next level efficiency inside Outlook
Delegate a task, initiate a workflow, or record time without leaving the email you’re working on.
- Access the FYI app within Outlook ( desktop or online)
- Create emails and pre-file them without leaving Outlook
- Add comments to emails to share with your team, or assign a task
- More efficient than forwarding internal emails with attachments!
Client emails that file themselves
Save time every time you receive a client email, with auto-filing of client emails
- Emails that match a client in Xero Practice Manager are auto-filed in FYI and immediately accessible to your team
- Apply consistent filing rules – practice-wide
- Set filing defaults at the user, client or practice level and save huge amounts of valuable time
Zero time spent filing email attachments
Save time every time you receive a client email, with auto-filing of email attachments
- Email attachments are automatically stored and filed against the corresponding client and job
- Set practice or user filing defaults to suit your practice
- No need to save documents to your desktop and upload
Create standard emails in seconds
Save time by auto-creating emails using templates
- Save time on repetitive email creation using rich text and merge fields
- Set auto-filing defaults as part of the template, so emails are filed automatically as they’re created
- Apply practice or user-specific email signatures
- Manage templates using versioning, previews, activity records, comments and other collaboration tools
Track email conversations almost instantly
Know exactly who said what and when, with automatic email threading
- Emails in a thread are automatically linked in your filing system
- You have instant access to the most recent email, without losing its history
- View entire conversations, making it easier to keep track of different emails in the thread
FYI’s email integration is the easiest that I have ever used.
Bill Mancer, Director –
Rise Accountants Limited
Want to see FYI in action?
Book a demo or start a 30-day free trial today.
