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Client Management

Set up lost to items

Record the competitors or entities that your former clients move to after leaving your firm, helping you identify areas for improvement.
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. Go to
    Setup
    Client Retention Descriptions
    Lost To
    .
  2. On the
    Lost To setup
     screen, select
    Add
    .
  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: Practice CS
  • Subject: Clients