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
    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.