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Status In Discovery
Categories Other
Created by Guest
Created on Nov 22, 2023

Changing Title for Clients

I was setting up a new client on IRIS elements for their personal tax return but later found it difficult to remove their title on the information section of IRIS Elements. There is no option for this. I do not want to delete the client from IRIS elements and I would like there to be an option of selecting 'no title' or having a blank space.

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