Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

To be able to search for clients who are not set up with staff members to receive notifications

To ensure that all documents are dealt with/seen

  • Guest
  • Dec 9 2019
  • Already exists
  • Attach files
  • Guest commented
    9 Dec, 2019 10:22am

    Yes.  Thank you :-)

  • Mike Turner commented
    9 Dec, 2019 10:12am

    Hello, if you use the export clients button it will show you which staff are set to be notified on your clients.

    Does that help you?