Email Management

Learn how to efficiently manage emails using FYI with:

  • Seamlessly integrate FYI with Outlook for streamlined email management
  • Automatically file emails and attachments to client records for easy access
  • Save time by renaming attachments instantly
  • Delegate tasks efficiently by organising them within Outlook
  • Gain instant visibility for all team members by filing emails in FYI
  • Centralise all client emails, attachments, and associated tasks in one place for easy reference

To dive deeper into FYI’s capabilities and allow us to tailor our solutions to your needs, we encourage you to book a personalised platform tour here.