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Status Released
Categories Client Management
Created by stephen Anderson
Created on Jul 24, 2024

Ability to sort client lists by Partner

We are an 8 Partner practice using Iris AML software. We would like to be able to view client lists by Partner so that when a Partner, or a manager, goes in to Elements, they only see the clients they need to see.

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    Rob Millen
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    Aug 9, 2024

    Thanks Stephen, this will be available soon