All Announcements

Account Manager (AM) Visibility Across Modules

New Feature
Announcement

We’ve improved visibility and tracking of Account Managers (AM) across the system for better clarity and management.

✨ What’s new?

AM is now assigned during project creation.

The AM card is displayed on the Project Dashboard for quick reference.

An AM column is added to the Project Listing, along with filtering support for easier navigation.

AM details are also visible in the Billable Listing.

This enhancement ensures better ownership tracking, improved filtering, and a more streamlined project and billing experience.