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 :)

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Sally Rogers commented
This would also hopefully mean that you can then run reports for all staff and not just partners and managers, or all staff combined. Individual reports for all staff would be really helpful.
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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