This feature was available in previous software and was beneficial in regular team meetings when discussing new clients, referral sources etc.
Same with No Longer Clients - having a date field when closing a client record and being able to run a report for a specific time period is also beneficial in regular team meetings when discussing reason for departure, e.g. business closed down, super fund wound up, client preparing own returns moving forward, clients gone elsewhere etc.
Information assists the team to understand where our new business is coming from and provides vital feedback, sometimes identifying areas for improvement.
Adele Bigham
supported this idea
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This feature was available in previous software and was beneficial in regular team meetings when discussing new clients, referral sources etc.
Same with No Longer Clients - having a date field when closing a client record and being able to run a report for a specific time period is also beneficial in regular team meetings when discussing reason for departure, e.g. business closed down, super fund wound up, client preparing own returns moving forward, clients gone elsewhere etc.
Information assists the team to understand where our new business is coming from and provides vital feedback, sometimes identifying areas for improvement.