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Status Released
Categories Client Management
Created by Guest
Created on Mar 31, 2024

Customised client list

I'm currently using Senta, but have just had to migrate to Elements. Looking at the integrated database (based on Senta), it's disappointing to see that I can't create new client lists (i.e. using different criteria) in Elements version of Senta, which is something I did quite a lot of in the normal Senta. Can you add this functionality please as I set up several different client lists for various criteria and the new Elements Senta doesn't seem to have the same functionality.

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  • Admin
    Rob Millen
    Reply
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    Jun 25, 2024

    We hope to launch a new version of the client list next month that will include the ability to add more columns of data (including UTR) - if you be interested in having early access, please email me on rob.millen@iris.co.uk

  • Abdul Tokhie
    Reply
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    May 15, 2024

    I am currently with a Taxfiler and want to migrate to the IRS for my clients. that would be better if you could provide a short video demo and a short constructive guide linke Excel with the Iris VAT submission function to HMRC.

  • Binu Jacob
    Reply
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    Apr 29, 2024

    I'm migrated from taxfiler client list shows UTR number as well. please add this feature

    1 reply
  • Admin
    Rob Millen
    Reply
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    Apr 5, 2024

    Thanks for adding this Philip, the custom view options on the client list are coming soon. We had to switch architecture from the Senta model so as to make it scalable for Elements.

    1 reply