jerry
Level 5
01-05-2021
03:30 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Nope, that's how it works. You get to start over. If you're lucky, the new rep will read the old case notes.
Worse yet, Lacerte closes all cases when you hang up the phone. It makes their open case statistics look really good!