Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

3 Vote

Clients able to use the same email address as Husband/Wife

Some clients share an email address, for example husband and wife, so would be very useful to be able to add more than one client with the same email, but still have the correct name appear when approving a document.

Created 27 Feb 09:44 by Michelle Morton

IRIS OpenSpace (archived)

1 Will not implement
3 Vote

Ability to delete OpenSpace account from within IRIS Practice Management

When a client ceases to be a client we have to manually visit the OpenSpace website and delete the associated account along with all remaining OpenSpace files. It would be really useful to be able to do that process directly from within IRIS PM th...

Created 11 Feb 16:04 by Richard Graham

IRIS OpenSpace (archived)

0
3 Vote

Ability to merge duplicate clients on OpenSpace

Some clients are added via IRIS Accountancy suite, and some are added manually. Sadly, some are both - even worse, not picked up until both accounts have been in use for some time. It would be nice if we could have the option to merge the two clie...

Created 22 Oct 10:55 by Richard Marshall

IRIS OpenSpace (archived)

3
3 Vote

The ability to add one document to all Openspace clients

This would be useful to add new terms and conditions pages or new Privacy Notices or new GDPR clauses or anything else that would apply to all clients. Perhaps to use as a news boradcast area.

Created 11 Sep 14:22 by Stuart Swinbank

IRIS OpenSpace (archived)

1
2 Vote

File security and limited access

We can restrict access to only certain email addresses at the client end, but at "our" end any colleague given Openspace access can see all clients. It would therefore be really useful to be able to restrict access to only certain email addresses ...

Created 21 May 13:39 by David Price

IRIS OpenSpace (archived)

1
2 Vote

Ability to go directly to newly added / created Client

Ability to go directly to newly added / created Client. The only option after new client creation is to click back to all clients list. Then type the name or code again. Could we have a button to click us directly to this newly created one?

Created 09 Apr 10:22 by Tomasz Kardasz

IRIS OpenSpace (archived)

2 Planned
2 Vote

When dismissing approved documents from the dashboard on openspace please provide a way to bulk-dismiss.

There is no way to click a box to bulk dismiss approved documents from the dashboard in open space. Each document has its own box that has to be ticked individually. Surely something can be done about this as it takes ages to clean up this Approve...

Created 12 Feb 09:47 by Guest

IRIS OpenSpace (archived)

1
2 Vote

Clear Payment references when clients pay through OpenSpace i.e. the client code shows on bank statement

Currently payments only show up as a stripe payment when they go into our account. It would be useful to know the client code or name as the payment reference because at the moment we have to try to match email notifications to amounts only- there...

Created 20 Jan 13:39 by Guest

IRIS OpenSpace (archived)

0
3 Vote

Universal search

Easily locate any files, folders, conversations, tasks or events that have been uploaded to the various groups and folders within your portal.

Created 24 Jul 10:26 by Mike Turner

IRIS OpenSpace (archived)

0
2 Vote

Notification that file was DOWNLOADED by client user or practice user

It would be handy to know and get notification that file was DOWNLOADED by client user or practice user

Created 13 Nov 11:15 by Tomasz Kardasz

IRIS OpenSpace (archived)

0