So that we can generate reports for each client partner.
Hi Paul, the ability to customise your client list to enable filtering of Partner / Manager is due soon - this link will demonstrate the features:
https://demo.iris.co.uk/share/0qqvmpywocnt
Hi Paul, the ability to customise your client list to enable filtering of Partner / Manager is due soon - this link will demonstrate the features:
https://demo.iris.co.uk/share/0qqvmpywocnt