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Add Biller Field to Client Take-On

Michelle Stutz

May 12, 2022 15:11

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Now that the Biller and In-Charge fields are separate, it would be ideal to have the Biller field added to Client Take-on. 

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3 comments

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  Stephanie Hartje June 07, 2022 20:06

  Agreed - if it is not included in the Client Take On process people forget that it needs to be done.  Out of sight out of mind.  Then, best case scenario, we end up wasting hours of time pulling reports to to find clients with missing fields and chasing people to get the info updated.  Worst case scenario no one catches it until a Partner notices it hasn't been billed and then there's a scramble to get it done and out the door.  

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  Linda Johnson June 07, 2022 21:37

  Thank you both for taking advantage of the PE Community so our Developers can review and evaluate for future releases. 

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  Michelle Harris June 08, 2022 05:56

  Thanks both - we will review for future consideration