Responsibility tab

Last modified 07:45, 24 Apr 2017

Overview

The Responsibility tab on the Contact and Client pages is where you create and maintain information about the people and areas within your practice responsible for a contact or client's work. You record the Team of people who will perform various functions for the client, as well as the Partner Responsibility and Structure Responsibility that have been allocated to a particular client. These responsibilities are attached to clients for reporting purposes.

What you can do on the Responsibility tab

The team roles you define for your clients is up to you. The roles available for selection in the Responsibility tab are defined and maintained by your system administrator. Examples of different team responsibilities are:

  • Client Manager

  • Assignment Manager

  • Junior Accountant.

NOTE

The master list of team member responsibilities are set up by the system administrator using Maintenance > Responsibility Types... Only one of each team responsibility type can be used per client unless your system administrator has designated a role as being available for multiple use.

To add a new team member or partner you click in the relevant entry field at the top of one of the lists, then click the Ellipsis File:dirname/central/040_Contacts+and+Clients/110_Contact+or+Client+Page%3A+Responsibility+tab/bttn_ellipsis.gif. Select the employee you require from the Find window that opens. You can then allocate to them a particular responsibility or role for the client.

The practice structure is divided into:

Each of these fields displays a Find window when you press [Enter] or click in the field.

Field or Button

Description

Partner Responsibility

Start Date

Date in DD/MM/YYYY format when the partner was assigned to the client.

End Date

Date in DD/MM/YYYY format when the partner stopped being responsible for this particular client.

NOTE

It is important to enter an End Date when a client's partner changes, otherwise the client will appear inaccurately in reports under the responsibility of multiple partners.

Partner

The partner allocated to this client. This field will default to -UNSPEC- if no partner is selected. The field is not mandatory, but should be completed.

Team

Employee

Displays the name of the employee responsible for the attached role. Click in the field to display the Find button from where you can change the selected employee.

Responsibility

Displays the role assigned to the attached employee. Click in the field to display the scroll button from where you can change the selected responsibility.

Allowed

Select this check box to allow the employee to access the client. If no permissions have been set up in Maintenance > Security > Data Security,  the Allowed check box will not be visible.

Apply Team Security

Select this check box to limit access to this client or contact page to the members of the team. If this check box is selected, this client or contact page will not be accessible to employees outside the team even via the Find Client and Find Contact windows. Note that you need to have sufficient permissions to use this check box.

Structure Responsibility

Dept

Select the department responsible for this client from the Find Departments window which displays when you double–click in the field. It will default to -UNSPECIFIED- if no department is selected. This field is not mandatory.

Office

Select the office that the client belongs to from the Find Offices window which displays when you double–click in the field. It will default to -UNSPECIFIED- if no office is selected. This field is not mandatory.

Company

Select the company responsible for this client from the Find Companies window which displays when you double–click in the field. It will default to -UNSPECIFIED- if no company is selected. This field is not mandatory.

You can also add client specific notes in relation to responsibilities and apply formatting to them in this tab in the same way you can in the other Notes areas.

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