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Search results: Client Management

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Customised Client View

#1) When looking at the client list, i hate that every time i refresh it it defaults to alphabetical by name. I would like to change the default view, in my case by CLIENT ID, & get rid of that 15clients per view, for any practice with hundred...
Doug McAdam 9 months ago in Client Management 1 Released

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...
Binu Jacob about 1 year ago in Client Management 1 Released