The 'Unassigned' quick filter surfaces clients who have no staff member assigned to them. Ensuring every client has an assigned accountant avoids overlooked accounts.
Unassigned quick filter on the Overview dashboard
What You Can Do
- On the Overview dashboard, click the 'Unassigned' quick filter chip.
- The list shows clients with no staff assignment.
- For each unassigned client, click the action menu (⋮) and select 'Assign staff'.
- Choose the appropriate staff member from the dropdown and confirm.
- The client is removed from the Unassigned list once assigned.
💡 Good to Know: Regularly checking the Unassigned filter — especially after onboarding new clients — helps ensure no client is overlooked.
💡 Good to Know: Only Firm Owners and Admins can assign clients to staff members.
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