Apologies, I thought I'd been alerted about this because it was something I'd requested. It seems I just got a general alert for a new release. Please ignore the comment below about risk assessments.
Thanks but this is not what I asked for at all. This is a way to export client lists. I was asking for the ability to export client risk assessments so they can be kept externally to Iris and sent to AML assessors if required. How are my AML assessors going to be able to see risk assessments if they need to? Really disappointed that my request was not read properly and my hopes were raised about this.
This is important for me too, particularly so the list can be exported, altered (e.g. services ticked or Managers assigned) and then re-imported to make batch changes
Thanks for taking the time to share... We are already working behind the scenes to bring enhancements to the client list including an export function, so we hope to resolve this request soon.
Apologies, I thought I'd been alerted about this because it was something I'd requested. It seems I just got a general alert for a new release. Please ignore the comment below about risk assessments.
Thanks but this is not what I asked for at all. This is a way to export client lists. I was asking for the ability to export client risk assessments so they can be kept externally to Iris and sent to AML assessors if required. How are my AML assessors going to be able to see risk assessments if they need to? Really disappointed that my request was not read properly and my hopes were raised about this.
The ability to export your client list to CSV is now available: https://help.iris.co.uk/elements/clients/client-view-export-clients.htm
This is important for me too, particularly so the list can be exported, altered (e.g. services ticked or Managers assigned) and then re-imported to make batch changes
Thanks for taking the time to share... We are already working behind the scenes to bring enhancements to the client list including an export function, so we hope to resolve this request soon.