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Status Released
Categories Client Management
Created by Binu Jacob
Created on Apr 29, 2024

quick reporting

hi

i can export below details from taxfiler. but it's not possible in iris elements.

it's very useful for getting client details for updating my client register in excel.



Client InfoCodeTypeNameTitleSurnameForenamesDate of birthUTRNI NumberCompany NumberPeriod End (DD/MM]Period End (Month]Contact/mailingEmailTelephone (Home]Telephone (Work]MobileFull addressAddress (Line 1]Address (Line 2]TownCountyPostcodeCountryResponsibilitiesBranch/Dept/OfficePartnerManagerStaffTaxyear/period recordsYearPeriod startPeriod endTaxyear statusCase reference

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  • Admin
    Rob Millen
    Reply
    |
    Jun 19, 2024

    Thanks for logging this - changes to the client list are coming soon and will allow for exporting of views that you can design yourself