Add Accountant Name
As a new admin officer, I'm still learning who the accountant is for each client.
I think it would be beneficial that in the clients tab there is a column that has the name of the accountant, rather then having to click onto the clients name and going into the clients details to find which accountant is looking after them.
Thanks
4
votes
Elissa Griffiths
shared this idea
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Stacey Vallette
commented
I too would love this option!