Responsibility

Last modified 07:45, 24 Apr 2017

Overview

 

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Topics
  • The Responsibility tab is where you create and maintain information about the people and areas within your practice that are responsible for the contact or client's work. This is also where 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.
  • The Responsibility tab is where you create and maintain information about the people and areas within your practice that are responsible for the contact or client's work. This is where 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.

 

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