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Merging Accounts or Creating Master Accounts for Separate Entities
There are instances where we have one email for multiple accounts; There are instances where accounts have been entered differently by staff; I would like to be able to see a Master account and all of their sub accounts.
I would also like to see a way to merge accounts, so we do not lose history and communication when multiple accounts were accidently created
Tagged:
Categories
- 46 GENERAL DISCUSSION
- 19 SOFTWARE RELEASES/UPDATES
- 325 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 40 Communications
- Contacts
- 12 Engagements
- 32 Files
- 7 Forms & Letters
- 31 General
- 8 Mobile
- 1 Notices
- 25 Organizers & Surveys
- 18 Portal
- 65 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 38 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 TAX PREPARATION
- 49 TAX RESOLUTION
Comments
We have the same concern when creating new clients. There is not a notification that another user with the same name already exists. A warning of such would be nice.
The ability to merge duplicated clients as well as the idea of a master account would be fantastic.