Assign partners and managers to clients

There's a 3-stage process to track tasks for an individual company by manager or partner.

Stage 1 — Set up partners and managers

note

If you've turned on Integration
with Practice Management

Go to step 6 if the partner or manager isn't set up in Practice Management.

Go to step 7 if the partner or manager is set up in Practice Management.

Select Tools
then Manage third parties
.

Select New Third Party
.

Enter the details of the person and their role.

For ease of identification, enter the partner or manager's name in Organisation name
.

Select OK.

If the partner or manager is not set up in Practice Management and needs to be, take the following steps:

Open Practice Management.

Select File
, New
, New Contact
, then New Person
.

Enter at least the minimum of mandatory details for the person in the General
, Personal
, and User-Defined Fields
tabs.

Select Save and Close
to save the record to the database.

Stage 2 — Assign them to the company

Open the company.

Select Action
, then Manage Other Relationships
.

Select New
.

Choose either Partner
or Manager
from the Relationships
dropdown list.

Use the Name
dropdown list to choose either Third Party
or Individual
.

note

Choose Third Party
if the person isn't linked to Practice Management or Individual
if they are set up on Practice Management.

Select the person from the list, then OK.

note

You'll need to edit each company to add the partner or manager

Step 3 — Run the task list by manager or partner

Select Tasks
.

Mark the checkboxes for the task types you want to report on.

Choose the date range, then the manager or partner.

Select Refresh
to update the task list.

You can print the task list and export it to Excel.

This article applies to: