Client list default team wise

madrecha / jamku

Jamku: Practice Management software for CPA, CA, CS, Advocates, Consultants to manage tasks, clients, billing, chat, attendance, etc. Feature-rich, blazing fast.

https://madrecha.com/jamku

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Client list default team wise #1330

Closed imsajjadaziz closed 5 months ago

imsajjadaziz commented 6 months ago

Feature Request

I regularly need to check the clients assigned to the default team members. For example, if I want to check how many clients are assigned to a particular team member, I am not able to check and reassign to other team member. Please provide a feature where I can check the clients and service assigned to the employees.

Use-Case

No response

Anything else?

No response

adarshmadrecha commented 5 months ago

This feature we already have. Go to Team List > Team View > Assigment Tab

Here you can view list of client and services assigned to a team member.