Practice Manager | New Client - Option to add Staff
We work in small teams and it would be great if we could get a "Staff" drop down added for the client set up. So we could know the partner on the account, the lead accountant/manager and the staff member that works on the file so we know who to approach for various issues :)
39
votes
Aleah Sullings
shared this idea
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Fiona Hempstead
commented
This would improve functionality and workflow management exponentially. Please, please consider this fairly simple addition. It would be a game-changer!
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Melissa Porter
commented
Excellent idea especially for work flow!!
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Annette Hofman
commented
Great idea
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Chris Luphahla
commented
Critical
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Aaron Besley
commented
Great idea
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Michaela Salisbury
commented
No needed for me