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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.

stephen Anderson 10 months ago in AML / Client Management 1 Released

2 VOTE

Lead generation forms

I would like to be able to generate leads or even automate proposals using webforms that can be placed on my website, social media platforms etc.

Rob Millen almost 3 years ago in Proposal Manager 0 Awaiting Prioritization

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