I need the following changes to be made in the admin console of a site.
I have attached screenshots for now and will provide logins once the job is awarded.
The admin console stores client information and related client files for an accounting firm.
The firm is made up of partners and each partner has various practitioners underneath them.
1. I need a new field to be added for “preferred name”.
a. There are currently fields for First Names and Surname
b. The preferred name field will automatically pull though the first name – not the 2nd or 3rd names – ie if the first names field says John Craig, then only John must be pulled to the preferred field
c. If the client uses a nickname or would like to be known by a different name, then staff will amend this preferred name field to reflect this
d. The reports must now contain another column for preferred name
a. I want to compile reports by making a selection of criteria instead of only using the predefined reports.
b. I would like to be able to run a report per practitioner, showing which clients have not yet submitted their tax returns for the year. There is a section called Tax Task where staff make a note (tick) once tasks have been completed. One of these tasks is the submission of tax tasks.