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Add Partner Assigned To Option in Client Records in Practice Manager

We currently have ''assigned to' add a further option to assign to a partner

Alison Ford
Sep 20 2018

Keytime Suite

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Sandra Langdon commented

November 21, 2018 14:48

I have called Keytime and they have advised me to ask this question via this link, and I see someone has thought the same. We would like to have this option so that when exporting information you can get a report on who the overseeing partner is as well as the person the job is assigned to.

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