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Viewing or modifying client partner history
- SelectSetup, thenClientsto open theClientssetup screen.
- Select a client and thenEdit.
- On theMaintab, selectMore
next to the Partnerfield to open theClient Partner Historywindow. - If you need to make changes to the partner history, edit the information on this window. You can add a new line, right-click to delete an existing line, and change effective dates.noteIf you are updating the client for a change of partners, you can change the assigned partner on theClientssetup screen. This action adds a new line to theClient Partner Historywindow with today’s date as the effective date.
- SelectOKto return to theClientssetup screen.
- SelectEnterto save changes to the client.
This article applies to:
- Product: Practice CS
- Subject: Setup