TSmith98
4 years agoContributing User
Updating Responsibility
We are updating the responsible accountant for a bulk list of clients. However we don't want to delete the history of the previous accountant responsible. If I do the change under Maintenance -- Responsibility Update will the history be deleted?
I do not believe AE keeps any of the "Team" Start/End dates, unless it's hidden somewhere. It will keep the "Partner" Start/End dates though.