The ability to copy a current staff member’s permissions when setting up a new user will save time in having to set the permissions up from scratch for each new user.
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This would be a useful tool and would make it easier to keep track of current clients. We currently use the Client Status option in PM an update it to EC for Ex-Client when they leave, but to be able to have start and end dates would be good for reporting and the end date would tie in with Disengagement letters etc.
Guest
Seems a sensible improvement
Mark Entwistle
Practice Manager
t. +44 (0)1942 241103
f. +44 (0)1942 825689
e. mie@fairhurstaccountants.com
w. www.fairhurstaccountants.com
Douglas Bank House, Wigan Lane, Wigan, WN1 2TB
[cid:25d030a5343e4afa808358ec52247b08]
This e-mail may contain confidential and/or privileged information. This e-mail and any files transmitted with it are confidential and intended solely for 138708bf37df73cea3eb3ec5-irissoftware@iad-prod1.mailer.aha.io. If you are not the intended recipient(s), you must not use, distribute, copy or take any action in reliance on it, since to do so is strictly prohibited and may be unlawful. If you have received this e-mail message in error, please return it to the sender immediately and delete it from your system. E-mail messages are not secure and attachments may contain software viruses which may damage your system. Whilst we have taken every reasonable precaution to minimise this risk, we cannot accept any liability for any damage which you sustain as a result of these factors. You are advised to carry out your own virus checks before opening any attachment. Any views or opinions expressed in this e-mail are solely those of the author and do not represent those of the Fairhurst organisation unless otherwise stated.
This would be a useful tool and would make it easier to keep track of current clients. We currently use the Client Status option in PM an update it to EC for Ex-Client when they leave, but to be able to have start and end dates would be good for reporting and the end date would tie in with Disengagement letters etc.