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Status Planned
Categories Practice Management
Created by Guest
Created on Mar 21, 2023

Ability to search emails synced with Office 365 within client dashboard emails that just listing

Easier to find emails for a client relating to subject rather than looking down whole list of emails for clients.

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  • Admin
    Alby Atkinson
    Reply
    |
    Apr 14, 2023

    Hi Zeeshan, thank you for your additional feedback about times and fees. To ensure that we capture that separately, would you mind adding a new idea to the portal specifically around this? ... thanks again

  • Guest
    Reply
    |
    Mar 24, 2023

    Thanks,

    Another aspect we would definitely like to asap is time and fees cloud module integrated to iris elements practice management. I am hoping this is included in the April update as would be a game changer for us for new tax year.

    Kind regards
    Zeeshan Khokhar FCCA ACA
    Khokhar McAdam Chartered Accountants
    p:
    +44 (0)141-611-7717
    a:
    1 Eagle Street, Glasgow, Scotland, G4 9XA
    w:
    www.khokharmcadam.co.uk
    [cid:image001.png@01D95E30.AD80A270] [cid:image002.png@01D95E30.AD80A270] [cid:image003.png@01D95E30.AD80A270]
    [cid:image004.png@01D95E30.AD80A270][ACC 2019 LOGO Finalist (002)]

  • Admin
    Alby Atkinson
    Reply
    |
    Mar 23, 2023

    Hi, we are looking at adding this feature into the next enhancement of the email tab design.

    It would be great if we can connect closer to the time to talk through your expectations of what the search emails feature would do e.g. is it just a search, or more filtering options like by date, subject, importance etc?