Customer feedback & Ideas for IRIS
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The ability to add more than 14 categories.
Within Practice Management, it would be useful to have the ability to create more categories.
Created 24 Aug 10:00 by Guest
IRIS Accountancy Suite / Practice Management
0
1
Vote
Bulk Delete: ability to filter on different fields, I.e attributes
atbthe moment when a client ceases to be a client the client ID is prefixed with a Z and an attribute added for the year. Within the new bulk delete it would be really useful to be able to filter based on that attribute
Created 20 Jun 09:46 by Richard Graham
IRIS Accountancy Suite / Practice Management
1
0
Vote
Edit date field in Client Communications tab before searching (find)
When opening the communications tab in PM it searches for all communications and takes time if there are a lot of items. If you could filter with the date field before it searches (finds) then this would speed the search up.
Created 30 Nov 15:29 by Dave Mowbray
IRIS Accountancy Suite / Practice Management
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0
Vote
Reminders on PM - Like a pop up
To have a pop up on the main IRIS PM screen, so we can add 'client on stop', 'collects mail' etc - this would pop up as you open the client so that everyone is aware of the information, instead of using notes
Created 05 Oct 07:50 by Guest
IRIS Accountancy Suite / Practice Management
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