Setup (General)

Viewing or modifying client partner history

DT Practice enables you to track the history of partners at your firm with which a client has been associated. You can use this information to group reports by either the current partner assignment or the historical partner assignment.
Follow these steps to view or maintain partner history.
  1. Choose Setup > Clients to open the Clients setup screen.
  2. Select a client and select the
    Edit
     button.
  3. On the Main tab, select the More button next to the
    Partner
     field to open the
    Client Partner History
     dialog. This dialog shows partner history for the client.
  4. If you need to make changes to the partner history, edit the information on this dialog. You can add a new line, right-click to delete an existing line, and change effective dates.
    note
    If you are merely updating the client for a change of partners, you can change the assigned partner on the Clients setup screen. This action adds a new line to the
    Client Partner History
     dialog with today’s date as the effective date.
  5. Select
    OK
     to return to the Clients setup screen.
  6. Select
    Enter
     to save changes to the client.

This article applies to:

  • Product: DT Practice