Jacey Jones
planned
Jacey Jones
coming soon...
A
Added Mammal
Along these lines... is it possible to program the system so that coordinators who work for one advisor have it set so that any time they create a client or a trip, that client or booking is always loaded under that advisor? We keep having issues forgetting to reassign trips or clients when the coordinators load a new client or trip and this creates problems down the line.
Kristen Salinas
in progress