Forum Discussion

TSmith98's avatar
TSmith98
Contributing User
4 years ago

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 -- Resp...
  • Jacksen's avatar
    Jacksen
    4 years ago

    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.

Jacksen's avatar
Jacksen
Valued User
4 years ago

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.

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