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Client Staffing Updates

Caitlin Kleinschmidt

November 21, 2017 17:56

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Previously, when updating client Engagement Partner or Engagement Manager, if the staff were marked as "Current" when updated, it would pull to the client Dashaboard/All Client Details.

Now you must create "Current" as well as select the Principal or In-Charge button. Since Engagement Partner and Principal are the same thing (Engagement Manager=In-Charge), can there be a change in future updates so it pulls automatically as opposed to having to mark as current and select button to pull to the Client Details?

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4 comments

• 
  Michelle Harris November 23, 2017 16:05 Official comment

  Hi Caitlin

  This functionality has not changed for quite a while now. This sounds more like a support issue than a feature request.

  Please log with Support to look into this for you.

   

  If you just change the partner and manager on the Client Details page it will then flow through to the dashboard.

  Thanks

  Michelle

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  Caitlin Kleinschmidt December 04, 2017 23:59

  Good afternoon Michelle,

  Victor, from Support, told me that the new coding does not allow for that any more. He stated that you have to push the Principle or In-Charge button as well when you mark staff as current. (Request 13888)That’s why I asked for it for a future feature.

  Can you look into this for me?

  Thank you!

  Caitlin Kleinschmidt

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  Michelle Harris December 06, 2017 12:45

  Hi Caitlin,

  Sorry I misunderstood. You are correct that you need to push the partner/ manager buttons to update the client details.

  I will liaise with Development on this.

  Thanks

  Michelle

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  Michelle Harris December 06, 2017 14:30

  Hi Caitlin,

  When we rewrite the Client Staffing page, this change will be made.

  Michelle