Clientspace Portal - on the list of team members is would be useful to have the employee responsibility noted along with within the list eg
In the clientspace portal when the drop down list of team members available to email is chosen could the member's responsbility show as well - eg Joe Bloggs - Tax Manager, Mary Smith - Accounts Manager. That way the client can choose the relevant person for their email - especially useful for new clients or when staff responsibility changes
John Park
shared this idea
Thank you for the idea.
We will not be taking this idea forward as there is insufficient interest from other customers.
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Cara Cole
commented
This would be very useful as at the moment if a member of staff is listed in the responsibility tab as "Tax Manager" and is also the assignment manger of the tax assignment, to the client they will just appear as "Assignment Manager". Would be good if the labels in the responsibility tab overruled the "Assignment manager" title