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Client Management

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Mark client as Active or Inactive

The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Aziz 3 months ago in Client Management 2 Released

Export client list with option to filter via client partner etc

So that we can generate reports for each client partner.
Guest 3 months ago in Client Management 1 Released

Client view to have UTR numbers on the client list

Not sure if this has already been mentioned, would be great to see the UTR numbers on the client list.
Leena Kandoi 10 months ago in Client Management 3 Released

quick reporting

hi i can export below details from taxfiler. but it's not possible in iris elements. it's very useful for getting client details for updating my client register in excel. Client InfoCodeTypeNameTitleSurnameForenamesDate of birthUTRNI NumberCompany...
Binu Jacob 7 months ago in Client Management 1 Released

Advance Edit Roles - client security

At present a user who is a manager or senior can view clients of the administrator even if they are not allowed to access it. It would be useful for the administrator to restrict other users in relation to what clients they can see. (This was an i...
Ian Davis 9 months ago in Client Management 1 Released

Reports Feature

It would be really useful to be able to pull off various reports, such as clients risk assessment score, or those which are approaching expiry etc.
Jane Rigley 10 months ago in Client Management 1 Released