Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?
Kelly Scutt
over 1 year ago
in Editing Clients
2
In Discovery
EPM- Granular communication on client portal activation status
Why is it useful? This feature will provide immediate confirmation of client activation. Who would benefit from it? Primarily EPM Customers but also all customers whom have the limited view of the contact page. How should it work? Propose displayi...
Maximise Useable Area of USER INTERFACE / Significantly Reduce No. of Keystrokes/Scrolling etc
All users across All Software Modules will significantly benefit from being presented with more relevant data without unnecessary scrolling, mouse navigation etc. The following would greatly improve the User Experience of IRIS Elements - which can...
List the beneficiaries and trustees of a trust on the AML tab
The beneficiaries and trustees of a trust may be subject to AML checks and risk assessments, therefore listing them on the AML tab, alongside directors and PSCs, will help ensure team members carry out the appropriate due dilligence.
The import template has a set number of columns. Are there any plans to expand its functionality so that it's possible to use it to import data into custom fields? This would be useful when migrating data from another source into Elements.
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In Discovery
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In Discovery
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In Discovery
