Client status, assigned members, bulk actions, and service audits

Firm owners, practice managers, and account managers can use this guide alongside Clients to change a client’s status, assign staff to a client, update many client records at once, and check whether a service’s recurring jobs match its expected schedule.

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Client status

A client record (Individual or Business) is Active, On Hold, Inactive, or Dissolved. A client record is created once a lead converts, and stays Active until someone changes it.

Status is changed one client at a time, from Profile Details on the client record, with an effective date and a reason. On Hold pauses automated work; Inactive and Dissolved also block new work for the client. See Change a client’s status for the steps. The Action button on the client list does not offer Status.

Assign staff to a client

Instead of naming an individual employee on every job, a client record can carry four staff assignments that your firm fills in once:

• Account Manager
• Bookkeeper
• Communicator
• Assistant

To set them:

1. Open a client record (Individual or Business) and open its Assigned Members step from the edit flow, or select the edit icon on the Assigned Member’s Details card on the client’s home page.
2. Search for and select an employee for each role that applies. Only Account Manager is required.
3. Select Save, or Save & Next to continue to the next step.

These four roles are also how you search, filter, and bulk-update clients by who works on them — see Clients for filtering, and the bulk-update section below.

Update several clients at once

Use this when a change — a new tag, a different Account Manager — applies to many client records at once instead of one.

1. Open Clients > Individual or Business.
2. Select the checkboxes next to the client rows you want to change (or use the header checkbox to select the page).
3. Select Action.
4. Choose the field to update. Available fields are Tags, Account Manager, Bookkeeper, Communicator, Assistant, and Service, plus Marital Status on Individual or Business Type and Business Nature on Business.
5. Set the value and apply it.

Administrators also see a Delete button when rows are selected, for bulk-deleting client records.

Audit a service’s job schedule

Use this to check whether a client’s recurring service has a job for every period it should, especially after a backdated start date or a change to its schedule. See Services on a client record for adding and editing services, and Pipeline triggers for how those jobs get generated in the first place.

1. Open a client record and open its Services tab.
2. On the service you want to check, open the row menu and select View Audit.
3. Review the summary: Expected Periods, Active Jobs, Missing, Duplicates, Unexpected Future, and Next Date Check.
4. Scroll down for the period-by-period detail: which periods are missing a job, which have duplicate jobs, which existing jobs matched, and which jobs fall outside the expected schedule.

View Audit is read-only — it reports where the schedule and the generated jobs disagree, so you know what to fix, but it does not create or change jobs itself.