Adding or Editing Client Responsible Staff

The Client Responsible Staff window allows you to create descriptions for various job functions that maintain different facets of client management. You can also set a description as prospect owner A person in the firm responsible for developing the relationship with a potential client and acquiring their new business or expanded business. or referring staff A person in the firm who introduced the opportunity for new business or expanded business that is represented by a prospect.. One client responsible staff description must be specified as prospect owner and one client responsible staff description must be specified as referring staff.

To add or edit a client responsible staff, do the following:

1. Open Dashboard, click Configuration on the navigation panel, and then click Global lists under Firm.

2. Click Client Lists > Client Responsible Staff on the navigation panel.
3. Do any of the following:
• Add a record. Click New on the button bar.
• Edit a record. Select a row in the grid and click Open on the button bar, or right-click a row and select Open from the menu.
4. If needed, enter a new description, such as primary partner, tax preparer, or bill manager.
5. Select Prospect owner, Referring staff, or both, if applicable.

Important: Selecting a designation removes the selection from the description where it was previously associated.

6. Click one of the Save buttons or Cancel.

Button	Description
Save & New	Saves the changes and opens a new window to create a new entry.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.

You can now assign responsible staff to the description on the Administration window in the client profile.