Feature requested
On Affinity, I would like to see the latest date that I accessed a client’s account
Typical use case
Although I have used Quickfile on behalf of multiple clients for many years, I am new to Affinity.
With the introduction of MTD for IT, I feel it is important that I monitor my clients more closely.
Is there a way that the latest date that I accessed my client’s account through Affinity be shown?
This way I can ensure that I maintain regular checks with each individual client and do not leave large periods of time with no contact