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 :)
Fiona Hempstead commented
This would improve functionality and workflow management exponentially. Please, please consider this fairly simple addition. It would be a game-changer!
Melissa Porter commented
Excellent idea especially for work flow!!
Annette Hofman commented
Chris Luphahla commented
Aaron Besley commented
Michaela Salisbury commented
No needed for me