Add Staff roles at same time as adding client | Voters

Add Staff roles at same time as adding client

under review

Brendan Lucas

When setting up a client, that the next step is to add Partner, Manager and Bookkeeper straight away, rather than have to go into Organisation view to action this

May 14, 2021

Sue Dowling

I have recently found, that after entering a new client, then going back to add in the Partner, Manager etc, the drop-down doesn't display. I have to click away into something else and come back to do it.

Aaron Wittman

marked this post as

under review

Aaron Wittman

The challenge is that you can bulk load clients. We could instruct to go back to the organisation board and use the filters to find the missing organisations as part of a Process Review Best Practice?

Brendan Lucas

Aaron Wittman: what if after you load one or multiple clients in takes you to the organisations page, with a filtered list of the clients you just added ?