Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

30 Vote

Be good if Automail could produce e-mail templates in Outlook rather than just Word

Increasingly more communications are being sent by electronic means but Automail only seems to cater for Word documents. Being able to setup up Outlook templates to populate from the IRIS Suite would be of great use and time saving.

Created 18 Oct 15:37 by Guest

IRIS Accountancy Suite / Automail

2
19 Vote

Provide e-mail as a target output for Automail templates

An increasingly large proportion of client contact is now by e-mail. Automail is a great tool for producing Word documents, but has no obvious means to directly generate an email. This functionality would make generating mailshots and standard "le...

Created 27 Sep 08:46 by Guest

IRIS Accountancy Suite / Automail

3
7 Vote

There needs to be a proper link between Iris and Outlook e-mail software.

We currently use Outlook and Iris have been unable to link anything other than a plain text e-mail into Outlook. . To be of any use it needs to be able to be tailored with signatures and company profile images. It should also allow entries into th...

Created 28 Feb 17:05 by Guest

IRIS Accountancy Suite / Automail

0
1 Vote

Add statutory deadline date to automail tag selection options

When using Automail to chase clients for year end records it would be very useful to be able to add the statutory deadline date a a tag without having to enter this manually. As new companies have a different deadline to the month end.

Created 27 Oct 09:05 by Michelle Morton

IRIS Accountancy Suite / Automail

0
2 Vote

New field in database for Date of last Engagement Letter

For those of us that do not issue Engagement Letters from IRIS Automail, being able to use datamining to list clients showing the date of the latest Engagement Letter would be very useful to track which ones need to be reviewed and maybe re-issued...

Created 08 Jun 09:30 by George Coleman

IRIS Accountancy Suite / Automail / Practice Management

0
1 Vote

The ability to add the logged on member of staff's email address to an automail letter

No description provided

Created 23 Feb 16:12 by Guest

IRIS Accountancy Suite / Automail

0
2 Vote

More AutoMail Tags

For example if preparing cover letter for Personal Tax return, to be able to provide high level breakdown of income within mail merge (rental, pension, self employment etc).

Created 22 Nov 12:45 by Louis Evangelou

IRIS Accountancy Suite / Automail

3
1 Vote

Automail - be able to use CSV file of client ID's to select clients for a mailing

We sometimes need to do a detailed selection of clients to send a mailing to by exporting our client list to Excel for further review and manipulation. We would like to be able to use the resulting client list from Excel to produce the letter run ...

Created 26 Oct 14:58 by Chris Trevor

IRIS Accountancy Suite / Automail

2
1 Vote

Automail tag's from Trust Tax

We use automail to generate letters to clients with their tax return, and we import the amount of tax due (and any payments on account paid) from Personal Tax using the relevant tags. These tags do not exist for trust tax, so we cannot do this whe...

Created 13 May 14:28 by Matthew Oldfield

IRIS Accountancy Suite / Automail

2
1 Vote

To allow Directors tags to be used in Automail templates for a Company.

We are trying to pull through directors date of birth and residential address to an automail template for a company but there is not currently a feature for this. We have a letter where we would find this extremely useful.

Created 13 Jan 15:27 by Guest

IRIS Accountancy Suite / Automail

0