Practice manager | Clients - History (new clients and amendments)
Currently is it not possible to generate an exception report showing new clients added during the previous month, quarter or year. This is an important piece of reporting for CRM purposes. Similarly, it would be nice to generate an exception report showing client changes with appropriate attribute filters.
Willem Haarhoff
shared this idea
-
Stacey Nitschke
commented
We added custom fields for Date Created and Archived to keep track of when they became a client, which staff member created them etc and the same for Archiving the client. I was surprised that this wasnt an automatic option.
But I agree with he others, that history trails of when changes were made and by who would be extremely helpful.
-
Matthew Kajewski
commented
This is extremely important for us because changes are happening more and more without knowing why and/or who is making the changes.
-
Rick Tyrrell
commented
Yes great need
-
Kirstie Gillespie
commented
This is critical for our firm.
-
CVA Alexandra Rozvadska
commented
Having the option to see who had updated client details and when, how Xero has it under the Activity. Having a trail of the updates. Could be part of the security when updating client details.