Enter the Start Date when the partner will start being responsible for the client. Enter the date in the format dd/mm/yyyy or select the date from the drop-down calendar.
Click the End Date field if you know the date when the partner will end their responsibility with the client. Enter the date in the format dd/mm/yyyy or select the date from the drop-down calendar.
When you add a new partner to a client, there is no need to enter an End Date. A new partner would only be added when responsibility changes to another partner in the practice. When this happens, then enter an End Date for the previous partner 1 day prior to the Start Date of the new partner.
Click the Partner field and click the ellipse button.
In the Find Partners window, find and select a partner
Click OK to display the partner’s name in the Partner field.
A client can only have one partner assigned to them at any one time. Enter a Start Date and End Date. If you don't enter an End Date, the date before the Start Date of the new partner is applied as the End Date for the previous partner.
In the Team panel:
Click the Employee field and click the ellipse button.
In the Find window, find and select an employee.
Click OK to display the employee’s name in the Employee field.
Click the Responsibility field and select a responsibility for that team member from the drop-down.
Repeat from Step 3. until you have allocated sufficient team members to the client or contact.
Click the magnifying glass button in the Dept field and find and select the required department.
Click OK to display the selected department in the Dept field.
Click the magnifying glass button in the Office field and find and select the required office.
Click OK to display the selected office in the Office field.
Click the magnifying glass button in the Company field and find and select the required company.
Click OK to display the selected company in the Company field.
The master list of team member responsibilities is set up by the system administrator using Maintenance > Internal > Responsibility Types. You can usually only assign one of each team responsibility type to each client unless your system administrator has set up so that a type can be used more than once.
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