In our firm, there is one Principal in Charge; however, we assign different staff members as the main contact for each client and formally confirm this to the client.
At present, we are unable to identify the assigned main contact from the Dashboard Summary view. To improve clarity and efficiency, we would like to request the addition of a new heading, “Main Contact,” displayed next to “Principal in Charge” (as referenced in the attached file).
This would allow us to clearly see the designated contact person for each client without needing to open the Letter of Engagement.
Guest
