Account Management: Add Engagement Code & Client Code fields

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Additional fields in 990 Tracker account management to allow for firm-level reporting and tracking of accounts & organizations.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Allows firms to track productivity by account, facilitates billing of fees out to those accounts.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Most firms who are using 990 Tracker.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

Adding new properties into account management upon account & organization creation.