To be able to get a notification when key ID (Driving Licence, passport etc) is due to expire would be brilliant. We put the expiry date in, yet we cant use that data to work for us to be proactive?
Thanks for taking your time to raise this. We are currently in the process of redesigning the Client list pages, one of the options will allow you to have an AML view which will allow you to filter and sort columns including expiry dates for documents you have uploaded which should meet your requirements.
You are able to export the client list, yes: https://help-iris.co.uk/elements/clients/client-view-export-clients.htm
Will we be able to export the client list?
That sounds good thanks! Is it possible to create a job based on the date field?
Hi Caroline,
Thanks for taking your time to raise this. We are currently in the process of redesigning the Client list pages, one of the options will allow you to have an AML view which will allow you to filter and sort columns including expiry dates for documents you have uploaded which should meet your requirements.