Skip to Main Content
Status Released
Categories Client Management
Created by Craig Thornton
Created on Oct 4, 2023

Ability to sort client list by surname

When using Tax the client list sorts by first name, I would prefer by surname or the ability to choose.

  • Attach files
  • Craig Thornton
    Reply
    |
    May 9, 2025
    I would like to take part in the pilot please
  • Admin
    Alby Atkinson
    Reply
    |
    May 9, 2025

    @Guest @Guest if the pilot is also of interest to you, please let me know as well.

  • Admin
    Alby Atkinson
    Reply
    |
    May 9, 2025

    Hi @Guest , we have added the ability to display first name and last name person client data into the client list but we will only be making it available to a small group of users to pilot it first. If you would like to be included in the pilot, please let me know and I will arrange it.

    You can refer to this demo for how it works/could work for you - https://demo.iris.co.uk/share/tiz0bmptzt6u

    Regards,
    Alby Atkinson
    Product Manager II
    IRIS Software Group

1 MERGED

Sort by surname

Merged
There is no seperate surname field and therefore I cannot sort by family members.
Chris Smith over 1 year ago in Client Management 1 Released