Assigning and Editing Point-of-Contact (POC) Details

The Details tab within User & Client Management contains Client POC and Bank Statement POC details, which can be edited by partner users. 

When changing a Client Point of Contact or Bank Statement Point of Contact, users will have the ability to reassign open tasks in addition to upcoming and future tasks to the new contact if desired.

When a POC user is deactivated, Client POC and Bank Statement POC are automatically updated to the user selected during user deactivation.

Viewing Client POC Details

The Clients tab of User & Clients Management includes a column for Client Point of Contact (Infinite package only), or Client Point of Contact and Bank Statement Point of Contact (Infinite+ package only). 

INFINITE PACKAGE:

INFINITE+ PACKAGE:

You can search for specific entires, or you can filter results by Client Type, Client Status, Client Point of Contact, Bank Statement Point of Contact, or Accounting Software.

Changing POC Details

1. Go to the Details tab of Client & User Management.
2. Click Edit in the upper-right corner:
   
   
3. Select the Client Point of Contact and/or the Bank Statement Point of Contact and choose a new POC from the drop-down. You may also begin typing the name of the person you wish to select.
   
   
4. Click Save when finished.

In the Client→Details tab of Client and User Management, the Client Point of Contact field will indicate if the point of contact has been changed by displaying the date of the change and who changed it.