Customer feedback & Ideas for IRIS

Ability to create accounts for clubs and associations.

This would hugely improve the usability of OpenSpace for uploading Corporation Tax packages to client. As present CT comps are added to Communications in a HTML format. It would be useful to be able to either produce these in a PDF format (like th...

It's useful to have one complete list as opposed to looking at 4 lists simultaneously.

To include a column on the reports to track the holidays taken by staff

It would be really useful if we could see the Client Manager and Client Category in the main search drop down list. Currently we have to go into each client to see who deals with what client when taking phone calls and for post but if it were visi...

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.

In order to import into other software by Client Categories

The ability to report on the details of draft fees in progress in the system

You can currently select Job Manager and Client Partner but not Client Manager

The 'Notes' tab on client maintenance should be visible without having Practice Management open. It means everyone can view notes without needing a Practice Management license free. I can't see that there would be a significant, specific link to P...