Viewing or modifying client partner history
With Practice CS, you can 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.
- 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.
