Setup contacts

Setting up lost to items

Use the Lost To setup screen to enter competitors or other entities to whom your former clients go after leaving your firm. Tracking this information enables your firm to identify areas where improvements can be made.
note
This screen is available only if you are licensed for the Client Management module.
The items that you enter on this screen can be selected in the
Lost to
 field on the Main tab of the Clients setup screen. To set up items for the
Lost to
 field, follow these steps.
  1. Choose Setup > Client Retention Descriptions > Lost To.
  2. On the Lost To setup screen, select the
    Add
     button.
  3. Enter a competitor or other entity in the
    Description
     field. Examples might be "Online tax applications," or the name of a competing firm.
  4. Select
    Enter
     to save the item.

This article applies to:

  • Product: DT Practice