An Account Manager signifies the staff Member who oversees all processes for the given contact. This is usually the managing partner. The Billing Manager would be the staff member specifically [...]
You can right-click on an item on your Activity List and “Re-Assign” it to another staff member.
A “To-Do” is a single step, single staff member activity like making copies or preparing a mailing. An “Assignment” is a single part of the larger “Project” and is part of a predetermined [...]
The “Project Manager” is the staff member that needs to see the alerts regarding the given project. All budget alerts, due date alerts, and promised/delivery date alerts will go to the “Project [...]
The “Cost” translates into the overhead cost to the firm that project generated based on staff cost rate. The “Fee” is the suggested billable amount based on staff billing rates.