Practice CS: Historical Partner Association

Practice CS tracks the partner associated with a client at any point of time in the past. This is most useful when producing reports that allocate activity such as production, billing, and receipts, to the partner associated with each client. If the partner associated with a client changed within the time frame of the report, Practice CS will allocate to each partner the activity that occurred during the time they were associated with the client.

Practice CS automatically tracks the history of partner association whenever the Partner field is changed. In the following example, William Hackney was assigned as the partner when the client was initially added. On 2/15/2012, the client was reassigned to Steve Carter. If a production report was now produced for the 2012 calendar year, the production entered between 1/1/2012 and 2/14/1012 would be allocated to William Hackney and that entered between 2/15/2012 and 12/31/2012 would be allocated to Steve Carter.