Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Set "My Clients" list for notifications from the partner and manager field in IRIS practice management

At present you have to manually select which clients are "my clients" to receive notifications (if you don't want to receive them all). It would be useful if there was an option for this to be set from the partner and/or manager field within IRIS PM. Otherwise, for every client that you register in OpenSpace you have to remember to go and add it to the list of "my clients".

  • Guest
  • Oct 18 2018
  • Shipped
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  • Mike Turner commented
    8 Apr, 2019 04:14pm

    Shipped as part of 19.1

  • Mike Turner commented
    1 Nov, 2018 04:54pm

    Great idea Ross, i have this planned for a future release.

    So when you invite a client to setup their OpenSpace account from IRIS Suite, will automatically select the client partner/manager assigned to that client. Happy to discuss in more detail if needed