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This article applies to:

  • Product: Digita Company Secretarial

Assign partners and managers to clients

There's a 3-stage process to track tasks for an individual company by manager or partner.
  1. Stage 1 — Set up partners and managers
    note
    If you've turned on
    Integration
     with Practice Management
    • Go to step 6 if the partner or manager isn't set up in Practice Management.
    • Go to step 7 if the partner or manager is set up in Practice Management.
  2. Select
    Tools
     then
    Manage third parties
    .
  3. Select
    New Third Party
    .
  4. Enter the details of the person and their role.
  5. For ease of identification, enter the partner or manager's name in
    Organisation name
    .
  6. Select
    OK.
  7. If the partner or manager is not set up in Practice Management and needs to be, take the following steps:
    1. Open Practice Management.
    2. Select
      File
      ,
      New
      ,
      New Contact
      , then
      New Person
      .
    3. Enter at least the minimum of mandatory details for the person in the
      General
      ,
      Personal
      , and
      User-Defined Fields
       tabs.
    4. Select
      Save and Close
       to save the record to the database.
  8. Stage 2 — Assign them to the company
  9. Open the company.
  10. Select
    Action
    , then
    Manage Other Relationships
    .
  11. Select
    New
    .
  12. Choose either
    Partner
     or
    Manager
     from the
    Relationships
     dropdown list.
  13. Use the
    Name
     dropdown list to choose either
    Third Party
     or
    Individual
    .
    note
    Choose
    Third Party
     if the person isn't linked to Practice Management or
    Individual
     if they are set up on Practice Management.
  14. Select the person from the list, then
    OK.
    note
    You'll need to edit each company to add the partner or manager
  15. Step 3 — Run the task list by manager or partner
  16. Select
    Tasks
    .
  17. Mark the checkboxes for the task types you want to report on.
  18. Choose the date range, then the manager or partner.
  19. Select
    Refresh
     to update the task list.
You can print the task list and export it to Excel.